Market Insights

Wisdom of the Ancients
Market Insights
Wisdom of the Ancients
CWM model exposures ended the year (conservative) much differently than they started (aggressive). Despite recent p...
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Rumblings of Recession
Market Insights
Rumblings of Recession
Warning signs often precede major geological events like earthquakes. Markets are very similar, as sharp sell-offs...
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Game of Unknowns
Market Insights
Game of Unknowns
While trade tensions with China have flared up once again, it remains in both countries’ interest to come to a mutu...
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Boy… That Escalated Quickly
Market Insights
Boy… That Escalated Quickly
When investors went to bed on September 20th, 2018, the United States stock markets were at all-time highs and for...
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Current Risks Create Future Rewards: A Debt Story
Market Insights
Current Risks Create Future Rewards: A Debt Story
Recent Federal Reserve rate hikes and balance sheet tapering have resulted in substantially tighter borrowing condi...
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We No Longer Fear the Boogeyman
Market Insights
We No Longer Fear the Boogeyman
Based on market behavior/sentiment, market selloffs will never be a problem again. Abnormal investor complacency ca...
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Are Bonds a Dangerous Investment? –Revisited
Goals & Planning
Are Bonds a Dangerous Investment? –Revisited
July 2017 Market Update
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Bad Things Happen at High Valuations
Market Insights
Bad Things Happen at High Valuations
April Market Update
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Trump's Impossible Task
Market Insights
Trump's Impossible Task
Before we get started, I want to preface by making it clear that I am not for or against Trump here. This is simply...
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Every Little Thing is Going to be Alright
Market Insights
Every Little Thing is Going to be Alright
January 2017 Market Update
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Market Insights

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