How Biden’s Student Loan Relief Exceeds Expectations
The details of the long-awaited student loan forgiveness program are more substantial than expectations. The headlines will highlight the...
NEWS
Nonfarm employment: Unchartered territory
Today’s nonfarm employment number is at odds with what other numbers are showing regarding the health of the US economy. However, the...
Are We in a Recession? It’s Complicated.
Yesterday, government data showed that the economy shrank for the second quarter in a row, a common definition of a recession. The WSJ's...
Markets Focused on the Pace of Interest Rate Hikes
The Fed vows vigilance against inflation after another 75 basis point rate increase. The FOMC increased the federal funds rate 75 bps for...
Russia and Ukraine: On the Edge
Larry Adam, CFA, CIMA®, CFP®, Chief Investment Officer Volatility in the equity market remains elevated with the S&P 500 notching its...
Freedom Portfolios: Managing for Inflation Expectations
The diversified mix of investments in Freedom portfolios seeks to mitigate the risk associated with rising prices as inflation...
Biden's First Congressional Address: Ambitious Agenda vs. Political Realities
President Biden outlined a bold agenda in his first joint session of Congress, all within the traditions of a State of the Union Address,...
Capital Gains Tax Hike an Opening Bid - Fluid Process and Potential Compromise
The proposed hike in the capital gains rate to the envisioned ordinary income rate of 39.6% on incomes above $1 million as part of...
Investment Strategy Quarterly: April 2021
The last year has been a challenge for most of us. As we approach a sustainable reopening this quarter, investors can take pride in...
Does Inflation Threaten this Bull Market?
Do rising interest rates and inflation endanger this bull market? Chief Investment Officer Larry Adam says the short answer is no. In...