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A Golden Age for Income Investors

A Golden Age for Income Investors

To say the U.S. economy has been difficult to read is an understatement. From generationally high inflation and interest rates to concerns about the labor market, it’s no wonder consumers are unsure about the overall health of the economy. In fact, in June, 59% of...
Outlook 2025: Pragmatic Optimism

Outlook 2025: Pragmatic Optimism

Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful trends in artificial intelligence and technology. On the...
A Golden Age for Income Investors

Trade, Tariffs, and Inflation

Trade dynamics have shifted considerably since President Trump’s first administration. Reshoring among U.S. businesses and headwinds to the Chinese economy may limit the inflationary impact from rogue trade policy. It’s a Whole New World One of the biggest fears for...
A Golden Age for Income Investors

Election Stock Market Playbook

As Election Day approaches, we discuss potential stock market implications of various possible outcomes. But before we get into that, we offer our regular public service announcement around elections and investing. Political views are best expressed at the polls and...
Just When We Recalibrated, Another Shock Arrived

Just When We Recalibrated, Another Shock Arrived

Federal Reserve (Fed) Chair Jerome Powell said last month’s decision to cut the fed funds target rate by a half percentage point was due to a “recalibrating” policy, as the Fed follows its dual mandate regarding inflation and growth. The new buzzword — recalibration —...
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