Publications

GameStop: To the Moon … and back

The remarkable rise and fall of GameStop (GME), a distressed video game retailer, has been nothing short of extraordinary.  Echoing the speculative flurry of past bubbles, GameStop rallied from under […]

February 3, 2021 | Economics |

A 2021 Equities Preview. The Questions to Consider Entering the New Year.

The past year will arguably be viewed as the most unique year for equities in our lifetime.  The year started as a promising one for equity markets.  The global economy […]

January 15, 2021 | Investment Commentary |

The Resiliency of Markets and Mankind

It’s December 31st, 2019 and financial markets around the world just capped off one of the best years on record. At that time, if someone had told you we were […]

January 15, 2021 | Global Equities |

Democrats Take Georgia

On January 5th, 2021, Democrats unexpectedly swept the Georgia Senate runoffs, securing the Senate majority for the Democrats and returning unified Democrat control to Washington for the first time since […]

January 15, 2021 | Economics |

COVID-19 Aid Act of 2021: Key Highlights

Just before breaking for the holidays, Congress passed the $900 Billion Coronavirus Response and Relief Supplemental Appropriations Act of 2021 to help households, retirees, small and large businesses, and to […]

January 15, 2021 | Financial Planning |

Credit Markets: A Year to Remember?

As much as most would like to forget about 2020, it was a year to remember for the fixed income markets. From the historically aggressive monetary policy of the Federal […]

January 15, 2021 | Fixed Income |

The Good and The Bad of Rising Interest Rates

Since bottoming at a close of 0.54% on March 9, 2020, the 10-year US Treasury yield has slowly and quietly risen nearly 70% to 0.89% as of this writing. With […]

December 16, 2020 | Fixed Income |

The Rotation from Growth to Value

The financial media has recently begun to focus on the ongoing rotation from U.S. growth stocks to U.S. value stocks. Specifically, a rotation out of high valuation, momentum growth companies. […]

November 13, 2020 | Global Equities |

Managing Portfolios During the Most Unique Election of Our Time

We examine four possible Presidential election outcomes and the effect on our portfolios. Every four years, as the presidential election approaches, there is typically a certain level of anxiety investors […]

October 16, 2020 | Economics |

Early Cycle: Disconnects and Volatility

In this article we examine the interplay of markets, the economy, and volatility. Layoffs. Bankruptcies. Vacancies. Despite persistent negative economic news, financial markets have rallied. This disconnect can cause confusion. […]

October 16, 2020 | Economics |

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Authors

  • Aaron Szager, CFP
  • Alexandra Sandberg, CFP®, ChFC®, ECA
  • Ben Viemeister, CFA
  • Charles Osborne
  • Chuck Else
  • Dan Haut, CFA, CFP®, CIMA®
  • Jack Fagan, CFA
  • Jason Rodnick, CFA
  • Jay Skaalen, CFA, CFP®
  • Jim Baer
  • Justin McNichols, CFA
  • Tom Piro, CFP®, Enrolled Agent
  • Zac Riera, CFP
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