Thought Leadership

What Immigration Changes May Mean for Housing

A couple of days ago, a relatively unassuming house in my neighborhood went on the market for a colossal amount of money. By unassuming, I mean an average-size 55-year-old rancher on about a half-acre of land.…

Navigating the Markets: An Update from our Investment Committee

View the recording, here.  General Overview This was a conference call discussing the current state of the US economy and financial markets. [15:10] The speakers included Chief Economist John Norris, Chief Equity Strategist David McGrath, and Portfolio…

Common Cents Blog

The Tariff Mess. The Worst Offenders.

Given the market turmoil, you should turn off the television. Don’t even think about looking at your investment balances. Stop reading this newsletter and all other pieces of financial commentary. By all means, go outside. Have…

Special Reports

Our Initial Thoughts on Tariffs

The investment industry is well-known to make things more complicated than necessary. However, this time, things really are complicated. Given the complexity, and the potential ramifications, of the Administration’s recently announced tariffs, I felt it best…

Trading Perspectives Podcast

The Fed Met and Did What Exactly?

Listen to the full episode, here.  John Norris (00:30):Well, hello again, everybody. This is John Norris with Trading Perspectives. As always, we have our good friend, Sam Clement. Sam, say hello. Sam Clement (00:36):Hey, John. How…