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Newsletter and Blog

With the Market Constantly Changing, Stay Informed with the Latest Financial News.

Weekly Market Insights: 4-30-21 - Mixed Signals, Choppy Week

Bank Of America’s Global Research stated that the number of mentions of “inflation” during the earnings calls has more than tripled year over year. We are seeing a tug-o-war between those who believe this inflation period will be transitory and those who believe it will be long term.

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Weekly Market Insights: 4-7-21 - S&P 500 Rises Above 4,000

In our investment calls this week, Tyler and I spoke about a number of topics from adding holdings to our strategies, to reducing equity exposure in Biotech to being patient in the rebalancing of accounts or adding new cash injections. We have been here before, where we both agree that the market cycle is entering into or is already in the 4th quarter where we feel a shift unfolding.

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