Insights
Our Latest Insights
Great Year So Far for Returns in 2021, Despite a Weak Close to November… Can the Good Times Continue?
“Profits should be based not on optimism but on arithmetic.” – Ben Graham Equity returns have been spectacular in 2021, with the S&P 500 up over 23% through November.1 The index has established 65 new highs so far this year; the second most new highs recorded in a...
Inflation Setting In – Raising Expectations
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...
Risk Levels Have Increased…But Fundamentals Remain Positive
“After spending many years on Wall Street and after making and losing millions of dollars, I want to tell you this…it never was my thinking that made big money for me. It always was my sitting. Got that? My sitting tight!” – Jesse Livermore (famous investor/trader in...
Where Will Inflation End Up? A Review of Federal Reserve Policies
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?
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...
