Library
Monthly Musings
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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