Always Be On Scam Alert
Protect yourself and your money. Easy-to-read guide of common financial scams and how to avoid them.
Three Reasons the Market Is Up
We examine why the stock market is up when there is so much uncertainty in the world right now.
Income Taxes Across Nations
To gain perspective on US taxes, let’s look at a comparison with other developed nations.
War in the Middle East and the Markets
Review of the oil markets and the impact of war with Iran may have on oil supply and inflation.
Tax-Aware Investing – Has Anyone Done the Math?
Tax-aware investing, or tax-loss harvesting, can lead to worse outcomes than just paying taxes.
What is Supporting Stock Prices?
Corporate earnings have been surprisingly strong, even as forecasts have fluctuated throughout the year. Are profits justifying prices?
Similarities and Differences with the Tech Bubble Era
The past is not a perfect guide to the future but we do find the similarities, and the differences, interesting.
Tariffs and the Markets
MISSION WORK WITH US INSIGHTS ABOUT US CAREERS CONTACT Tariffs and the Markets We’ve spent some time reviewing academic papers and research reports on the long-term...
Mid-Year Update: We Remain Cautious
MISSION WORK WITH US INSIGHTS ABOUT US CAREERS CONTACT Mid-Year Update: We Remain Cautious The first half of 2025 saw significant volatility and the US stock market...
What Happens Next?
Since stock price moves are mostly explained by changes in the expectations of the profits of the underlying companies, we have been tracking the trend of quarterly and full-year 2025 earnings for the S&P 500 as the year has progressed.
Recession Concerns
The uncertainty caused by the fluctuating tariff policies appears to be leading to caution for both consumers and the private sector. Consumer Confidence measures have been declining. This may lead to nothing or it may lead to less consumer spending.
A Reset in the Market
The stock market has had a rough ride since February as expectations for corporate profits have been coming down. Bonds have been doing better.
The Debt Ceiling and the Bond Market
The political fight over the debt ceiling is impacting the bond market.