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Staying Calm Despite Transitions in the Market and Economy 

Staying Calm Despite Transitions in the Market and Economy 

by Jeff Krumpelman, CFA | Jun 2, 2022 | Uncategorized

 “Patience Is a Virtue.” “Good Things Come to Those Who Wait.”  – English Poets, William Langland and Lady Curie, respectively  The first five months of 2022 have no doubt tried the patience of all investors. We know the fundamentals of our economy...
Headlines Creating Jitters and Volatility… Positive Longer-Term Story Remains Intact

Headlines Creating Jitters and Volatility… Positive Longer-Term Story Remains Intact

by Jeff Krumpelman, CFA | Apr 13, 2022 | Uncategorized

What goes up must come downSpinnin’ wheel got to go ‘roundTalkin’ ‘bout your troubles it’s a cryin’ sinRide a painted pony let the spinnin’ wheel spinDid you find the directing sign on theStraight and narrow highwayWould you mind a reflecting signJust let it shine...
Fantastic Close To 2021… What’s in Store For 2022?

Fantastic Close To 2021… What’s in Store For 2022?

by Jeff Krumpelman, CFA | Jan 28, 2022 | Market Update, Uncategorized

“You got to let me know…should I stay or should I go?” – Lyrics from the 1980’s hit song from The Clash The S&P 500 finished the year in strong fashion, posting another record close at the end of December. This marked its 70th new high during the year and...
Inflation Setting In – Raising Expectations

Inflation Setting In – Raising Expectations

by William Greiner, CFA | Nov 14, 2021 | Uncategorized

Inflation pressures are building. People across the spectrum are asking what inflation will look like going forward. I don’t think that is the proper, operative question to ask. I think it’s more important to ask, “How long 2%+ inflation will be with us, and what will...
Where Will Inflation End Up? A Review of Federal Reserve Policies

Where Will Inflation End Up? A Review of Federal Reserve Policies

by William Greiner, CFA | Sep 13, 2021 | Uncategorized

For those who haven’t been to Jackson Hole, Wyoming, you must go. This is one of the most scenic, beautiful areas in the U.S. Just south of Yellowstone National Park, Jackson Hole, along with western areas, such as Aspen, Vail and Park City, have garnered the...
Biden’s Proposed Tax Changes: How Will They Affect You?

Biden’s Proposed Tax Changes: How Will They Affect You?

by branchpartners | Aug 14, 2021 | Uncategorized

With Joe Biden now president, many wonder how his proposed tax policy might impact high-net-worth individuals. Here’s an overview of a few of his proposals but remember, none of these proposals are guaranteed to become law. On April 21, 2021, Biden announced the...

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