Blogs

By: Paul Dickson, Director of Research and Giri Krishnan, Senior Portfolio Manager Is the check engine light flickering? Economic data has become more mixed with signs of both growth and fragility. If the Fed wants to engineer a “soft-landing,” or perhaps even the elusive “no-landing” scenario we discussed last quarter, it will have to start cutting interest rates sooner rather than later. We look to the September Fed Meeting as the start of a series of rate cuts. The classic description of the Federal Reserve’s job (the Fed) is to know when to remove the punchbowl from the party. The...

After years of dedication, you’ve built a thriving business from the ground up — now, it’s time to consider the next chapter of your financial portfolio. Transitioning from a hands-on business owner to a strategic investor can open new doors to long-term financial security. That said, establishing steady revenue streams through a diversified financial portfolio requires careful planning, strategic decision-making, and a deep understanding of investment principles. Let’s explore how to effectively manage your wealth portfolio to ensure the continuity and expansion of your financial legacy. When...

Quarterly Market Review: Q1 2024 By: Paul Dickson, Director of Research and Giri Krishnan, Senior Portfolio Manager Could there be “no landing” for the U.S. Economy? In defiance of the expectations of many economists, the U.S. Economy continues to show remarkable resiliency. The surprisingly strong economy of 2023 appears poised to continue into 2024, pushing back forecasts for Federal Reserve rate cuts. This raises expectations that 2024 could avoid a significant slowdown altogether. If the eventual end of this business cycle is extended much further, pundits will claim it as evidence of a...

Quarterly Market Review: Q4 2023 By: Paul Dickson, Director of Research and Giri Krishnan, Senior Portfolio Manager The “Soft-Landing” Has Become the Default Scenario The Federal Reserve signaled that it is likely done with rate hikes. The markets responded favorably, nearly doubling the annual return on the S&P 500. This signaling also moved the U.S. Aggregate Bond market from being in the red to having a decisively positive year. The pivot in policymakers’ outlook was somewhat of a surprise given that the data-informed policy has not improved nearly as much as their stance has changed. While...

Financial health helps you leverage skills and opportunities to harness new monetary advantages. Maintaining complete visibility of your finances is the best way to reach them. Let’s dive into why financial wellness is so important—and how you can improve your monetary health today. If you want to be physically healthy, you have to work towards it. You must eat right, exercise regularly, and communicate with your doctor. You could easily say the same about financial health and wellness. Financial health helps you leverage skills and opportunities to harness new monetary advantages...