September 2020 Market Outlook
John Maher gives some comments on the current political landscape and its potential economic impact, as well as the concept of Total Return vs. Yield.
July 2020 Market Outlook
Most will come to learn that the best days, weeks or even quarters tend to follow the worst days, weeks and quarters. Asset allocation is designed to bridge this gap.
April 2020 Market Outlook
Given the events of the last six weeks, sitting down to a keyboard to tap out thoughts that might be considered illuminating seems daunting. This is especially true given a clientele-readership which has largely been forced to sequester themselves with the media for weeks on end rather than going about their usual daily business.
COVID-19 and the Markets
A 3 ½% drop in broad US equity markets in response to rising COVID-19 cases has many investors understandably concerned.
February 2020 Market Outlook Video
John Maher, CIO, discusses analyzing forecasters, valuations, earnings, and their effects on the markets in this February Market Outlook.
January 2020 Outlook
Read our latest outlook for a comprehensive global review including the Yield Curve Reversion & US-China Trade War Tariffs.
November 2019 Market Outlook – Behind the Trade War
We think closing the per capita gap between Chinese and American citizens will be the key to more harmonious relations. East meets West will most likely be a competitive contest for decades to come.
October 2019 Market Outlook IV: Investing in the Cannabis Industry
Learn more about investing in the cannabis market in part 4 to our October 2019 Market Outlook.
October 2019 Market Outlook III: Interest Rate Outlook
Learn more about interest rates in part 3 to our October 2019 Market Outlook
October 2019 Market Outlook II: Active vs. Passive Investments
Learn more about active vs passive investments in Part 2 of the October 2019 market outlook.
October 2019 Market Outlook I: Market Outlook/Commodities
Learn more about commodities in the Intro to our October 2019 Market Outlook
October 2019 Market Outlook Summary
A brief outlook into the October 2019 market outlook before a more detailed version is published.
Corporate Bond Market
The corporate bond market has gotten riskier. Why? What should we do in our portfolio?
Interest Rates
How do the markets react to Fed decisions? Should we expect an interest rate cut soon?
COVID-19 Update
Let’s discuss what investors “should do” in response to COVID’s impact on the markets.