Library

Monthly Musings

Jun-25: Is the Financial Storm Over?

May-25: Financial Markets and the International Value of the Dollar

Apr-25: Have We Entered a Period of "Uncertainty?"

Mar-25: The Politics of Change: A New World Order

Feb-25: A Turning Point

Jan-25: Using a Theme Approach to Investing

Quarterly Review

A timely review of global financial markets that can influence the structure of client portfolios.

Q1-25: A series of Unusual Events

Q4-24: A Look Back; a Look Ahead

Q3-24: Global Monetary Policy and Financial Markets

Q2-24: The Outlook for Wealth Creation

Q1-24: What are the Markets Telling Us?

Q4-23: A Look Back; A Look Ahead

Recent Perspective

Q1-25: A series of Unusual Events

At the outset of this year, expectations for financial markets were positive and reinforced by favorable omens. First, the Philadelphia Eagles, the National Conference champions, won the Super Bowl, which is historically significant since, when a National Conference team wins, the stock market usually closes higher for the year!

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