In 2021-2022, with expectations having been guided by the Fed, the concept of “transient” inflation is openly debated among market watchers and other pundits.

Our CIO John Maher gives a market outlook and answers questions on the housing market, inflation, cryptocurrency and electric vehicle investments, and value stocks.

Retrospectives and projections are the norm for year-end commentaries.  Our year-end (or beginning) comments are traditionally light on forecasts.  We made the point in last January’s web-cast video that forecasts can actually be significant detractors to investment outcomes if inherent uncertainties are not considered. 

Our CIO John Maher, CFA, answers questions on the effect of the election on the US/China relationship, the probability of a fiscal stimulus plan, growth vs. value stocks, yields, and if you can expect a tax increase in 2021.

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.

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.

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.