You may have noticed interest rates have been fluctuating up and down based on uncertainty about what the Federal Reserve will do in the near future. This is
In this week’s update, I explain some of our portfolio techniques and strategies. Some of questions I answer are:
- Why do I have these positions in my
Seems odd, doesn’t it? A company lays off employees which implies its business is slowing. Still, sometimes the stock of a company rises after layoff
This week I presented a DWM webinar on our 2024 outlook. In this discussion we covered the risk of recession, portfolio strategy in an election year, and our
I am often asked what economic data we assess to determine our view on the economy. One measure that we believe makes sense to monitor is wage growth versus
Ready to play word games with the Federal Reserve? As we have shared on numerous occasions, the Federal Reserve impacts interest rates not only by action but
This month I answer questions and discuss our thoughts on the market and the economy. The questions I will tackle in this update include:
- I saw that China
Headlines!
The headlines blare that interest rates are going down. Then the next day an employment report comes out and the implication is that interest
I will be sharing our perspective on 2024 for equity and fixed income markets in the near future. In the meantime, I thought it might be interesting for you
It’s a new year and time to gather financial documents that need to be stored in a safe place. One never knows when an emergency might arise. Having these
As we wrap up another year, we wanted to wish everyone a happy holiday from our DWM family to yours. Our office is closed this week and as we spend time with
Markets have rallied based on a perspective that the Federal Reserve will begin to ease rates sometime in 2024. Sounds great, right?
The question we have
