A Winner for Advisors: More Equity Sleeves
As we ramped up our portfolio consulting services a few years back, we noticed the opportunity advisors had if they were able to integrate individual securities into...
FOMC Update Sept 2021
Quick Take The most important things that we learned yesterday from the FOMC statement, forecasts, dots, and press conference are 1) tapering will most likely start in...
Inflation Takeaways: PPI/CPI
August PPI and CPI and Fed Survey Update… QE Taper Coming late ‘21 Boy did we get the tale of two reports from the August inflation data. The PPI report was modestly...
Jackson Hole: To Taper or Not?
Time to Taper? With Caution…Slow and Steady. We all saw the news last Friday that the much anticipated Jackson Hole Central Bank Conference will now be a virtual...
July CPI: Our Take
The U.S. CPI rose +0.5% m/m and 5.4% y/y in July. The core (ex food & energy) CPI rose +0.3% m/m and 4.3% y/y. While these numbers are more moderate vs. recent months,...
Why International?
Let’s Party Like it is 1999! No investor ever wants to participate in a “Lost Decade” - domestic U.S. stocks encountered this problem in the 2000s, international caught it...
Can’t Tell The Fed Nothin’
Performance During Taper Tantrums: I would consider the cliché idiom, “nothing is certain except death and taxes” to be wrong. Why? Because I would personally add the...
Delta Variant & Flattening Yield Curve
Is the risk off move just a pause in the market after an incredible two quarters to start 2021, or something sinister brewing under the surface? The equity market’s reaction...
Snap Ya Fingers! Do Ya Step! You Can Lose It All by Yo’ Self!
Going into this year, a theme for our clients was that “the path of least resistance is up, but we could encounter some type of volatility”. This is exactly what we have...
The Allure of Direct Indexing for Clients
The concept of Direct Indexing is pretty much as it sounds. Instead of accessing an index through an ETF or a mutual fund – you directly own the underlying securities. ...
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