Insights and Resources

Information to help you navigate the world of personal wealth management, market conditions and the economy. After all, informed decisions are the best decisions.

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Economic and Market Insights

Stay on point with current global economic conditions

Economic News Bottoming as Markets Rally

New home sales, prices, and consumer confidence were all up in April. Current rally and sector performance imply investors want to own cyclical stocks. (May 27, 2020)

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Fed Action Has Markets Optimistic, But Concerns Remain

Unprecedented global free fall in economic activity with year-over-year Consumer Price Index (CPI) flirting with deflation. (May 13, 2020)

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New Drug Trials Offer Hope for Markets

A host of treatment and vaccine trials are underway or will commence soon. After the enthusiasm for reopening the economy subsides, expect the market to wane, but not retest March lows. (April 29, 2020)

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What Shape Will the Recovery Take?

Oil companies can and are adjusting production and capital expenditures. Bank stocks have performed poorly over last two months, however capital and liquidity are strong and will be able to withstand the downturn. (April 22, 2020)

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Aggressive Federal Action and Lower Infection Rate of COVID-19 Help Stabilize Markets

First-quarter earnings will be ugly. Watch for companies that need to reduce or eliminate their dividend, or curtail their stock buyback program. Improved weekly unemployment claims not likely until this summer. (April 15, 2020)

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