Investment Strategy

Investment strategies are unique ways we can increase investment return or reduce the risk of loss.

Q3 Economic Commentary – Tallying the Headwinds and Tailwinds 

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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Updates on the Economy, Stocks, Inflation, and Interest Rates

The stock market, as measured by the S&P 500, is currently down for its 8th week in a row, falling close to 20% year-to-date.  The main reason for the decline is that investors are nervous about whether the economy is heading into a recession.  Specifically, they are worried that the Federal Reserve, in its fight

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April 2022 Economic Commentary:  Geopolitical Conflict & Higher Interest Rates Galore

Those hoping the world would return to relative normalcy following the omicron variant’s peak in January were left disappointed, as Russia invaded Ukraine in February.  In addition to stirring geopolitical tensions, the invasion strained global oil supplies, which added to the existing forces causing the highest inflation in forty years. Source:  St. Louis Federal Reserve

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