On Friday, March 22nd, the 90-Day Treasury Yield briefly rose higher than the 10-Year Treasury Yield for the first time since 2007, a movement that has preceded the last seven US recessions. Due to the nature of this movement typically […]
Every economy is impacted by small and large events. Whether those events are financial, legislative, environmental, or political. Consider it the domino effect. In some situations, the economy will react very quickly while in other situations the economy may experience […]
Consumers spending represents over 66% of the entire US economic financial activity. The challenge to all retailers is determining what their customers want to buy and then being properly stocked with these items. Unfortunately for retailers in January, 800,000 government […]
Last week several essential reports were released which provided an insight into the health of the US economy. Published on February 28 was a report on the Gross Domestic Product changes released every quarter by the Bureau of Economic Analysis […]
Over the years investors have asked why our model portfolios don’t have larger allocations to foreign economies. Currently, we have 0% directly invested in foreign-focused funds in our Income & Balance models and only 5% allocated in our Growth & […]
How many times have you read one of our Weekly UPdates, heard the market was in unprecedented territory, or seen a wild headline on CNBC and had one of these thoughts; “How does this affect me and my account?” “I’m […]
Amid the 4th quarter selloff in which the DJIA dropped 20%, we informed our clients that during the summer we had already reduced the foreign holdings from 15% to 5% and Facebook from 7% to 1.9% in our Growth and […]
