November 17, 2023
U.S. consumers were less willing to open their wallets last month, cutting spending and leaving some analysts to wonder if we are headed for a gloomy holiday shopping season. Retail… Read more
November 16, 2023
Inflation has been falling faster than expected throughout the world’s developed economies, giving some investors reason to hope that central bankers may be about to pivot away from the tight… Read more
November 15, 2023
The U.S. Treasury market is in the midst of a supply-and-demand shakeup. Supply is exploding, with the Treasury issuing a net $2 trillion in new debt this year, a record… Read more
November 14, 2023
Consumers got a reprieve from rising prices in October, as inflation was flat from the month prior, with some economists calling the month a turning point for the fight against… Read more
November 11, 2023
The U.S. may be at risk of losing its last perfect credit rating after Moody’s Investors Services changed the outlook for the nation’s debt from “stable” to “negative.” While the… Read more
November 10, 2023
Americans are feeling worse about the economy amid the highest interest rates in 22 years, expectations that inflation will persist, and economic growth that is widely expected to slow. The… Read more
November 8, 2023
China’s economy continues to struggle as exports fell for the sixth straight month, adding additional pressure for Beijing to boost spending at home as climbing global interest rates and wars… Read more
November 7, 2023
Consumers are entering the Christmas shopping season laden with debt that they are already having trouble paying off, prompting analysts to wonder if the year’s retail sales will end on… Read more
November 4, 2023
The U.S. labor market entered the Fall with a bit of a chill. Employers added 150,000 jobs in October, half the previous month’s gain and the smallest monthly increase since… Read more
November 2, 2023
As was widely expected, the Federal Reserve left interest rates unchanged at the latest meeting of the policy-setting committee this week. The Fed left its target for the key overnight… Read more
August 25, 2023
Estate planning is something that many of us may not want to think about for years or even decades. Unfortunately, changes to the tax code are creating a sense of… Read more
July 12, 2022
For decades, the rise of China has been treated as something of a fait accompli. Economists, politicians and academics have wondered not if, but only when, China would surpass the… Read more
June 10, 2019
A turbulent fourth quarter resulted in a sizable loss for household net worth. The first quarter has seen the markets rally, and with them, household net worth has seen large… Read more
June 6, 2019
People looking to buy a car are taking out more money than ever before to do so, and racking up large monthly payments to match. Credit agency Experian said that… Read more
June 5, 2019
Last month saw silver prices fall for the fourth consecutive month. Prices are down 6 percent since the start of the year. Last week, the gulf between the values of… Read more
May 30, 2019
Singapore leapfrogged both the U.S. and Hong Kong to take the top spot as the world’s most competitive economy. The U.S. fell from the top of the list to third… Read more
May 29, 2019
Despite a strong job market and moderate wage growth, millions of Americans are in a precarious financial position. A new survey from the Federal Reserve found that one quarter of… Read more
“Modern finance is based on scientific reasoning guided by theory, not subjectivity and speculation.”
John “Mac” McQuown
Patience mitigates risk.
When it comes to investment products, complexity often fosters fraud and abuse.
Portfolio diversification enables investors to manage their fear of the unknown.
Rebalancing is like love, you never have to say you are sorry. You are always selling high and buying low.
A good investment policy should never risk what you already have for something you don’t need.