Category: Investments

How to Navigate a Potential Commercial Real Estate Bubble
How to Navigate a Potential Commercial Real Estate Bubble
Are you invested in commercial real estate? Are you drawn to the appeal of potentially high returns and the stability it can offer in a...
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First Quarter 2023 Review and Outlook
First Quarter 2023 Review and Outlook
Stocks and bonds posted solid performance in the first quarter of 2023.  The S&P 500 gained 7%, the MSCI International EAFE stock index gained 9%,...
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Are Stocks Attractive During Periods of High Inflation?
Are Stocks Attractive During Periods of High Inflation?
Executive Summary Historically stocks have provided an effective way to protect investments from the negative impact from inflation in most periods. During periods of “high”...
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Silicon Valley Bank’s Collapse and Ramifications
Silicon Valley Bank’s Collapse and Ramifications
Over the past week Silicon Valley Bank (SVB) was forced to close its doors due to a classic run on the bank.  Over $43 billion...
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Returning to Normalcy
Returning to Normalcy
In 2022 US stocks fell 18% measured by the S&P 500 and the US bond market dropped a spectacular 15% measured by the Aggregate Bond...
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Challenging Environment for Stocks
Challenging Environment for Stocks
The U.S. Landscape model is cautious based primarily from the observed change inflation and monetary policy. While anticipated for a long time, in the second...
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Cycles are Painful, Long Live the Cycle
Cycles are Painful, Long Live the Cycle
Stocks have declined over 20% from the start of the year until late June. How can this be? What is going on makes perfect sense...
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Passive Investment Performance Superiority Continues
Passive Investment Performance Superiority Continues
Investing in passive, low cost, index-based exchange traded funds (ETFs) continue to produce superior results compared to actively managed funds. This is especially true in...
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Higher Inflation Hurts Financial Markets
Higher Inflation Hurts Financial Markets
Financial Market Commentary, July 2022 High or rising inflation creates a significant challenge for many financial assets. With the spike in inflation during the first...
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