Q2 Commentary – S&P 500 Concentration, Stock Picking, and Global Portfolio Management

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Stocks continued their ascent to new highs into the new year, led by names at the forefront of artificial intelligence (AI) such as Meta, NVIDIA, Amazon, AMD, and Super Micro Computer. International stocks also edged higher, with the MSCI Europe, Asia, and Far East (EAFE) Index climbing 5.8% through the first quarter (MSCI) while bonds […]

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2024 Economic & Market Outlook:  Congress Passes the Baton to the Fed as Inflation Eases

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2023 started with a bang.  On the heels of a 4.25% increase in the federal funds rate in 2022, regional banks were hurting, leading to the failures of Silicon Valley, Signature, and First Republic.  Congress got comparatively little done in 2023, with the biggest laws passed including one to temporarily suspend the federal debt limit

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2023 Year-End Outlook and the Grind Down to 2% Inflation

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The US economy chugged along through the summer, with the sub-4% unemployment indicating little strain in the labor market and corporate earnings holding steady. The inflation rate has climbed since June from 3.1% to 3.7%, but considering the annual inflation rate for the US was at 8.9% last summer, there has been a lot of

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Q3 Economic Commentary – Tallying the Headwinds and Tailwinds 

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2023 thus far could be summed up with two words: Artificial Intelligence (A.I.). Companies with major stakes in A.I., including Microsoft, Google, Nvidia, Meta, and Apple have each posted year-to-date gains of over 40%.  Many investors view this new technology as a game changer for business efficiency and profitability and have piled into A.I. stocks,

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