Institutional 2nd quarter 2021 market update
The economy is rebounding, but growth may not be sustainable in the long term.
Insurance, annuities, and investments
Blog Listing
How directed trusts can help meet your estate planning needs
Beyond administration, they can help keep your investment philosophy on track.
What should investors do about inflation?
The signs are there, but perspective and a smart strategy should help investors.
Institutional 1st quarter 2021 market update
A post-pandemic boom seems to lie ahead … but also potentially higher taxes and less stimulus support.
Markets, COVID, and a third look at Bitcoin
Our pandemic crisis merits optimism while the cryptocurrency craze merits…caution.
Market and COVID update … and a second look at Bitcoin
Checking on pandemic improvement while assessing the volatility of cryptocurrency.
Market and COVID update … and a first look at Bitcoin
Checking on pandemic progress while assessing the rise of cryptocurrency.
Institutional 4th quarter 2020 market update
The mood in financial markets entering 2021 is much different than the fear and anxiety experienced in 2020.
Markets and COVID: What’s happened — and what might be ahead
Markets have been flooded with liquidity — what if that tide begins to ebb?
Market analysis: Investment risks in 2020, and the path forward
Investors can weather economic storms by controlling risk and ignoring short term trends.
Election, COVID-19 clouds, but market optimism shines through
Political tensions and certain pandemic spikes haven’t dimmed the long-term investment outlook.
Market analysis amid COVID-19: A football lesson
Market downturns, like interceptions, happen and it’s folly to attempt to sidestep them.
What the election, amid the pandemic, means for markets
As COVID continues another uncertainty looms for investors: November 3.
Markets: Checking on COVID and looking at LIBOR
The COVID news is getting better, but for financial markets LIBOR looms next year.
A brighter market horizon, with one economic cloud?
COVID-19 data and the economy seem to continue to get better, except on one economic front.
Why markets seem to be looking past COVID-19
The situation is still bad, but progress is being made and feeding more positive outlooks.
Gauging the pandemic, market volatility, and a lesson from sports
There seems to be more downside risk ahead, but beware making all-too-human moves.
Market volatility and measuring reopening’s effects
Our death rates continue to decline despite the number of cases accelerating. Why is that?
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