So much for a quiet summer! A quick update on markets here and abroad and a peek into some current opportunity.  

Updating our listeners on market performance and tariff news up to mid-May; and two investment areas less effected by trade wars. 

We’ve opined that markets are set for a long-term shift. How does Trump’s tariff war factor in to the changes?

A review of market performance through the 1^st quarter of 2025, and addressing three important concerns of our clients and investors.

At retirement, or some point in our financial lives, we need our investments to pay income. How to get started with an income plan.

A review and commentary of year-to-date market performance, with our portfolio guidance for the short term.

In our previous episode we put forth the strong possibility of a long-term paradigm shift in the global capital markets. In today’s installment we continue the discussion, relative to our current landscape.

After a decade if terrific equity returns, many are questioning if the next decade could be disappointing—unless it’s just different. A look into what the next ten years could return.

With Republicans taking control of Washington, what we expect in the next four years and some thoughts on near-term investment strategy.

The two super-heavyweights of US retail are doing battle for your wallet. Let’s look at the ‘tale of the tape’ between Amazon.com and WalMart—do we declare a winner?

Walmart and Costco are two dominant retailers often described as competitors—but in reality are two different businesses targeting their own customer profile with each dominating their niches.  

Created in 1996, 529 plans are the go-to option for college savings. But some recent improvements can aid not just savings for college costs, but primary and secondary school costs, student loan repayment, and a jump start to retirement savings.

With the Presidential campaigns dominating the headlines, we review the first half market performance and discuss the possible investment ramifications from the election-- if any?

Part 2 of our gold versus Bitcoin discussion, and we discuss specific investment vehicles to gain exposure, along with the pros and cons.

The Bitcoin rocket has become the ‘virtual gold’ of the 2000s, but the price of physical gold has quietly increased from just under $400 to over $2300 in the past 20 years. Part one of two episodes to hash this out!

In our second installment of ‘Across the Tape’ we’ll examine two ETFs that might come across as a little boring—but boring is good!

We are almost a third of the way through 2024; let’s take a close look at stock and bond markets, how they’ve performed, and the environment facing investors in the near term.

We’ve heard more about semiconductors in the past five years than ever before—but without these building blocks, there’s no technology, period. A deeper dive into the industry and why the investment opportunity, fueled by AI demand, has a strong tailwind.

AI and semiconductors grab all the headlines—but what about everything else? We take a 10,000 foot view of the industry and where the opportunities are for 2024.

In our first installment of ‘Across the Tape’, we take a close look at Visa Inc. and its close competitor, Mastercard, and discuss their attractiveness and merits to the stock investor.