Our Perspective

Inflation: How High Will it Go?

More Importantly, How High Will The Fed Let It Go? The chatter around inflation is building by the day it seems. The May CPI release expecting headline inflation to come in at 4.7% and core inflation at 3.5% (both figures are yr/yr) would mark the

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2020 Year End Review & Outlook

Market Overview: The Return to Normal 2020 was certainly unique.  While the COVID pandemic impacted nearly every aspect of our society and normal became anything but, financial markets performed relatively well.  Massive monetary and fiscal stimulus buoyed financial markets and masked the full impact of

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2020 Mid Year Review & Outlook

Market Overview: Fed provides the backstop and markets take off - but have they rallied too far?Significant monetary policy action by the Federal Reserve on the heels of a broad economic slowdown attributable to COVID-19 coupled with a major fiscal policy response through the passing

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April 2020 Market Bulletin

Introduction:Many  find themselves  reflecting daily on the  impact of the COVID-19 pandemic and we are no different (https://www.visualcapitalist.com/history-of-pandemics-deadliest/). We  often reference  the quote by Tony Hsieh, CEO of Zappos, and Technology Entrepreneur, “Things are rarely as bad or good as they seem.” – especially as

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2019 Mid-Year Review & Outlook

Market Overview: The Late Stage Bull. After a disappointing end to 2018, financial markets snapped back during the first half of 2019. The risks that were forecast so heavily by financial media outlets during the fourth quarter of 2018 largely went unrealized, volatility receded, and

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