U.S. Stock Indices Tumble Amid Russian Aggression

“There are decades when nothing happens and there are weeks when decades happen.” –Vladimir Lenin As the world now knows, Russian president Vladimir Putin announced the start of a “military operation” in Ukraine, attacking several cities in the Eastern European country after months of amassing troops at its borders. This act of aggression will likely…

Read More

What January Means for the Rest of 2022

Rather than guess at what might be happening in Global markets, let’s focus on what is happening – and ADAPT our portfolios accordingly.  So, what do we know for sure today?  We know January is in the books and it will go down as one of the more volatile beginnings to a year in recent…

Read More

It’s All Bullish for Energy and Financials

One of the most important themes these days is the rotation between growth and value stocks.  To be clear, we’re not seeing a rotation out of stocks into risk-off alternatives, we’re seeing a rotation within the equity market. Groups like Energy and Financials have been breaking to new highs while growth and Tech indexes have…

Read More

Is Your Portfolio Ready for Higher Rates?

A lot of investors out there are in for a nasty surprise this year – especially index investors. Allow me to explain… 2022 is not 2019. It’s also nothing like 2020.  This is a different environment and investors who hope to profit and outperform the market need to recognize and adapt to major shifts, particularly…

Read More