top of page

Weekly News, Blogs And A Look Into Our Thoughts
Insights


Twas the Night Before
December 24, 2023 It is Saturday morning when I usually write these emails, and within the hour more than two dozen people are going to...
Dec 24, 20231 min read


Soaring Stocks, Shohei, and Bad Santa
December 17, 2023 THE FED HOLDS STEADY AND SAYS ALL THE RIGHT THINGS: For a change, the Fed not only did what Wall Street wanted, held...
Dec 17, 20235 min read


Surprisingly Strong Economy, Weak Stocks, and Beautiful Country
October 29, 2023 A STRONG ECONOMY: The U.S. economy, as measured by gross domestic product (GDP), grew at an annualized rate of 4.9% in...
Oct 29, 20233 min read


Higher Borrowing Costs, Strong Labor, and Portugal
October 22, 2023 SO HARD TO WATCH: This email focuses on economic and market news and financial planning issues. We largely stay away...
Oct 22, 20235 min read


Energy and Borrowing Costs, Beauty, and the Madness of Men
October 15, 2023 SEPTEMBER INFLATION: The Consumer Price Index rose 0.4% in September after increasing 0.6% in August. Over the last...
Oct 15, 20234 min read


War, Labor Pains, and Confused Investors
October 8, 2023 WAR: Hamas launched a surprise attack on Israel on Saturday, its biggest in years. Israel’s Prime Minster announced...
Oct 8, 20234 min read


50 Years!, Stocks Slow in September, and Good Causes
October 1, 2023 HAPPY 50TH!: A couple of generations ago, if someone needed guidance on saving or planning for retirement, they would...
Oct 1, 20235 min read


Interest Rates to Stay Higher Longer, Markets React, and Visiting Southport
September 24, 2023 FED LEAVES RATES ALONE: Fed Reserve officials met last week and voted to hold interest rates steady, making it clear...
Sep 24, 20234 min read
bottom of page