Thought Leadership

Macro & Market Perspectives

2022 Key Takeaways

There is an old expression in the investment industry: “Don’t fight the Fed.” It doesn’t matter if the Fed is being foolish or not. In the short term, it just simply doesn’t pay to bet against…

Macro & Market Perspectives

Economic Overview

In no uncertain terms, the two big question marks in the U.S. economy during 2022 were inflation and the Federal Reserve. More specifically, to what length would the Federal Reserve go to crush what had become…

Macro & Market Perspectives

Allocation

John Maynard Keynes once said, “Markets can stay irrational longer than you can stay solvent.” And while solvency is not an issue, it somehow still grabs the sentiment of the market over the past year. The…

Macro & Market Perspectives

Bonds

As echoed elsewhere in this edition of our Quarterly Outlook and Overview, 2022 is thankfully over, as it was a year bond investors would like to forget. Should history bear any indication of future results (which…

Macro & Market Perspectives

Equities

The year 2023 will mark my 28th year of living in the South. Along with the friendly people and great food, the South can provide some extreme weather. Other than a direct (or near) hit from…

Common Cents Blog

Common Cents & Talking Too Much

This week, I made four public appearances. Ordinarily, I would say presentations; however, one was a webinar and another was a roundtable discussion. Regardless, I had ample ability to bloviate about the economy and have an…

Common Cents Blog

Common Cents & Fifth Columns

During the Spanish Civil War, Francisco Franco was famous for supposedly having said he had four army columns approaching Madrid, as well a fifth that was ready to attack from inside. The implication was the Nationalists…

Secure Act 2.0 – How Does This Impact You?

Last week, while most people were enjoying some time off at the end of the year, SECURE ACT 2.0 was signed into law. If this all seems like déjà vu, you are correct because almost three…