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Fidelity for the Win

Fidelity for the Win

This week I had the great privilege of spending several days with financial advisors from like-minded firms located throughout the US. We shared ideas, best practices, and digested thoughtful material. We had several folks speak on a variety of topics; however, a...

Decades of Passion!

Decades of Passion!

I am not sure you understand how passionate I am about financial markets. When we were rebranding years ago, I proposed the following catch phrase, “We don’t sleep, so you can.” which was shot down and rightfully so. At some point, clearly sleep deprivation would...

The more things change…

The more things change…

Markets have started 2023 off much like 2022 with a spastic demeaner that is tough to trust. After a depressing December with Santa Clause seemingly stuck in a chimney, January ushered in a strong oversold bounce led by some of the most beaten-up names. Markets...

Buying High, Selling Low

Buying High, Selling Low

At the end of 2021 I wrote a piece entitled ‘Raising the Caution Flag’ If you haven’t read it, take some time. It’s worth looking into the psychology of investors when it comes to markets. I’d love to have gleaned some great insight into the macro picture coming...

Lemonade Out of Lemons!!

Lemonade Out of Lemons!!

Two different shoe salesmen ventured into new territories in an under-developed country. Upon scoping the landscape, the first salesman telegrammed back to the home office requesting an immediate transfer. “This is a lost cause” the salesmen stated, “Not a single...

A New Bull?

A New Bull?

If you listen very closely, markets may be telling us a new story. All this week we’ve heard from Fed officials regarding their tough stance and intent on ‘not stopping until the job is done.’ Jerome Powell continues to harness his “inner Volker” and made it very...

Summer Stinker

Summer Stinker

Markets limped into the end of August giving back a portion of the July bounce. While improved, the S&P remains lower by nearly 17% for 2022 with the NASDAQ being off by more than 24% Unfortunately for investors, Jerome Powell once again harnessed his inner...

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