December 2, 2023
Amid rising interest rates, many investors funneled cash into money market mutual funds in 2023, which may make for an unexpectedly large tax bill in April. Investors and institutions have… Read more
November 29, 2023
The U.S. economy grew at a faster pace than initially thought in the third quarter, as businesses invested more in warehouses and machinery equipment, but momentum appears to have since… Read more
November 28, 2023
Home sales fell in October, with some metrics falling to levels even lower than during the subprime mortgage crisis and ensuing recession, as high interest rates and home prices continue… Read more
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
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
January 25, 2019
During the government shutdown, many Americans have seen how missing even one paycheck can have dire financial consequences. The reality is that the majority of American households’ finances are stretched… Read more
January 21, 2019
Fears of an economic slowdown have U.S. consumers feeling less confident. The University of Michigan’s consumer sentiment index fell to 90.7 this month, down from 98.3 last month. This marks… Read more
January 17, 2019
In the Federal Reserve’s latest Beige Book report, the central bank appears generally positive about the economy, but notes a few areas where optimism may be waning. All 12 of… Read more
January 16, 2019
Homeownership for young people has plunged in the past decade, and a new study from the Federal Reserve says that student loan debt may be partly to blame. The study… Read more
January 15, 2019
While most Americans ages 40-59 were able to save for retirement in 2018, doing so wasn’t their most pressing financial concern. A new survey conducted by the AARP and the… Read more
January 11, 2019
As gasoline prices plunge, U.S. consumer prices in December decreased for the first time in over nine months. The Consumer Price Index (CPI) dropped 0.1 percent last month. This is… 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.