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Market Outlooks
President Biden’s First 100 Days: By The Numbers
President Joe Biden marks his 100th day in office tomorrow. What has happened so far?
Market Outlooks
Schumer’s Gambit, and Infrastructure Week
President Joe Biden is outlining a $4 trillion infrastructure plan that will include items like universal pre-kindergarten, significant investments in addressing climate change as well as tax increases to pay for this spending. In other words: items, that along with the overall size of the package, will raise the hackles of Republicans in Congress.
Client Experience
Valuation: The Key to Understanding Past and Expected Returns
All investment strategies will experience times of underperformance. If investors trade out of a portfolio after it underperforms, they lock in those losses—something that can destroy wealth over time. Often periods of underperformance are followed by rebounds. But when might an investor expect a portfolio to rebound?
Market Outlooks
Congressional Review Act: Democrats Leave Key Regulatory Tool On Table—Why?
Many Democrats on Capitol Hill, and the party’s left flank, are itching to eliminate the legislative filibuster in order to get the Biden agenda into law.
Market Outlooks
Earmarks Make A Comeback
We look at the return of earmarks and how each party feels about it.
Market Outlooks
Applying Behavioral Finance in Emotionally Charged Times | A 2-Part Webinar Series
Applying Behavioral Finance in Emotionally Charged Times | A 2-Part Webinar Series
Market Outlooks
A New Monetary Policy
Last Thursday, while almost 24 million Americans were gearing up to watch President Donald Trump’s Republican National Convention speech and the literal fireworks that followed, Federal Reserve Chair Jerome Powell gave an historic speech of his own that sent rockets around the monetary policy world.