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    Insights | Markets & Economy (2)12 Articles

    Recession Obsession: How Scared Should Investors Really Be?

    Wednesday, February 22, 2023

    Recession Obsession: How Scared Should Investors Really Be?

    For investors, a recession’s bark may be bigger than its bite. Find out how you can zoom out from the headlines, resist the fear-mongering, and approach a recession with more confidence as an investor.

    Are We in a Recession?

    Thursday, February 16, 2023

    Are We in a Recession?

    Are your clients worried about what a recession will mean for their investment accounts. Or are they confused about what a recession even means? Here, we break down the characteristics of a recession and see how they apply to 2023.

    How Do Geopolitical Risks Impact Your Investments?

    Tuesday, January 24, 2023

    How Do Geopolitical Risks Impact Your Investments?

    The pandemic taught us many lessons. But none may be more pronounced than how massively interconnected the world is—often in ways that none of us had known before. Globalization has been a boon for...

    Does Unionization Mean You Should Expect Lower Returns?

    Friday, January 06, 2023

    Does Unionization Mean You Should Expect Lower Returns?

    “[L]aymen and economists alike tend, in my view, to exaggerate greatly the extent to which labor unions affect the structure and level of wage rates.” – Milton Friedman1 Apple.* Trader Joes.*...

    Is a Strong U.S. Dollar Good or Bad?

    Friday, January 06, 2023

    Is a Strong U.S. Dollar Good or Bad?

    The U.S. dollar is flexing its muscles. So far this year, the U.S. Dollar Index, which tracks the dollar against six other currencies, has gained 15% and is near a 20-year high.1 So, is a...

    Wondering When You May Recover Your Market Losses?

    Friday, January 06, 2023

    Wondering When You May Recover Your Market Losses?

    At the beginning of this year, investors were experiencing a literal high with peak returns following the remarkable recovery from the initial pandemic lockdowns. But lethargy rapidly kicked in with...

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