Insights
More to Celebrate Than Fear as We Head Into 2024
“By rationally looking at long-term trends instead of viscerally reacting to the horror story of the day, you’ll see that there’s much more to...
Why We’re Cautious Near Term and Constructive Longer Term. The Key Is Rates.
As we near year-end, we are cautious about S&P 500 returns in the near term. Our S&P 500 targets for year-end 2023 and mid- to late-year...
Stock Market or Market of Stocks?
Over my 40+ years of being involved in the business of professional investment practice, I have been blessed by being in the United States. Since...


