Investment Management

The Broken Clock Recession?

It’s been about 15 years now since we had our last true recession.  Last year nearly everyone, including yours truly, expected a recession to take hold by spring of this year.  As it goes with most things with the stock market, when most people expect something, it usually does the [...]

Confused by ESG? : PART I

In the 20th Century, many important investing principles developed including asset allocation for diversity and the efficient market hypothesis. More recently, politics has risen to cause a shift in the desired measurement of economic welfare. The trendy newcomer is ESG. What is that? ESG is the acronym of Environmental, Social [...]

Secure 2.0, What’s in it and why it matters

In the midst of all the chaos that comes with the whole Christmas season, you may not have realized that as part of the massive Omnibus Bill signed by Congress to avert a government shutdown, significant legislation was passed related to your retirement accounts. The SECURE Act of 2022 commonly [...]

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