The images coming out of Ukraine are both troubling and tragic. The U.S. and many other countries continue to increase pressure on Russia and Belarus with ever-widening sanctions. And it’s not just sanctions levied by governments, we are now beginning to hear that companies are doing what they can to isolate Russia to help bring [...]

The former Australian Prime Minister Tony Abbott said, “The bullying of small nations by big ones, the trampling of justice and decency in the pursuit of national aggrandizement, and the reckless indifference to human life, should have no place in our world.” It goes without saying that what is happening in Ukraine is horrendous and [...]

Happy New Year! I hope you all had a great holiday season and that 2022 is following suit. Too bad the markets are not cooperating. What we have experienced over the last few months reminds me of a song from the early 1970s – Will it Go ‘Round in Circles?   Just when we thought the [...]

The clocks turned back over the weekend, which signals we are in the middle of a beautiful fall season and winter is not far away. Another season, earnings season, is also well underway with roughly 90% of S&P 500 companies reporting results. More companies are reporting revenue beats than average and by a wider [...]

Happy Fall, y’all! October begins my favorite time of the year for many reasons which include the weather and market investment opportunities. The third quarter of 2021 is officially in the books, and while it was punctuated by heightened volatility in the final days of trading, the S&P 500 managed to eke out a gain for the [...]

You may remember that, over the past few years, I have talked about the resilience of corporate America. Companies that did not fare particularly well during the tech crash of 2002/2003 or the financial crisis of 2008/2009 took those opportunities to learn from their mistakes and make improvements in their business practices to avoid problems [...]

A recent conversation about a dire prediction by a talking head made me think about the seasonality of the markets. As we head from mid to late summer, the number of experts predicting a coming market downturn seems to be increasing. These experts want to be viewed as insightful sleuths uncovering something profound that the [...]

I hope you are well, enjoying the summer, and starting to get out and about. The grip of the pandemic continues to lessen, although the recent trouble with variants reminds us that we are not free and clear of this event. At the same time, the US economy continues to recover in a very robust [...]

The pandemic gripping the globe since early last year is beginning to abate. Over the coming years, there will be many lessons learned, but for now, one important lesson for investors to learn is that the stock market and Main Street are not one and the same. Making decisions based on that assumption can have [...]