Blog Posts

Market Outlook – July
Recap and Outlook After declining sharply for most of 2022, the S&P 500 ended the year at 3,840. As the year turned, it seemed as if the economy might well be in a no-win situation. Either the Federal Reserve would tighten credit conditions enough to stamp out...

Market Outlook – May
April Recap Suitable asset allocation involves an understanding of the current market environment. April was characterized by some of the largest companies in the S&P 500 posting above consensus earnings. Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG), Meta...

Market Commentary
We are and you are long-term, goal-focused, plan-driven equity investors. We believe that lifetime investment success comes from acting continuously on our plan. Likewise, we believe substandard returns, and even lifetime investment failure, come...

January Recap
Some January economic data continuous to be weak and point towards a possible recession, namely: retail sales, ISM (below 50) or new home sales. Yet employment data (both unemployment and job gains - especially the recent nonfarm payroll data) or delinquencies on...

November Recap
Average Hourly Earnings rose 0.6% MoM in November notably above the consensus forecast of 0.3% - elevated wage pressures could lead the FED to raise rates to higher levels than investors anticipate (above 5%). New York (NY) FED recession probability model in 2023...

New Year, New Opportunities
"It takes strong winds to move a sailing ship, but only a small rudder to define its direction." 2023 is quickly approaching, and it's almost that time for us to turn the page on one of the worst years in market history. This past year has been brutal for just about...

October Recap
October brought about the much-anticipated FANG earnings and outlook. Only Netflix managed to beat consensus on the back of better subscriber growth. Facebook (Meta), Amazon and Google earnings all came in well below consensus with the two former tech giants providing...