H4L

After a great January, stocks have been taking a bit of a break. Why? I’d say several reasons. The ... Read More

 

How to Invest in a Recession

Last week, a client asked about our plans for investing in a recession. That reminded me that other clients have ... Read More

 

Macro Outlook

As some of you know, Strategic Wealth Partners had our Annual Forecast event last Thursday. The presentation went overlong, so ... Read More

 

Year In Review

I’ve been getting some requests to start doing quarterly letters again. Thus, with some delay, here’s an annual ... Read More

 

Party People

t’s certainly been an exciting start to the year! High beta stocks have been absolutely flying. Why? I would ... Read More

 

Like an Eagle

Look at that handsome devil. Look at the hair! Well, there’s a dark, horrible secret, there. One day, after ... Read More

 

How Do We Manage?

In my mind, there are a lot of different ways to manage money successfully. The problem seems to be that ... Read More

 

That Other Mandate

We’ve spent roughly a year laser-focused on inflation. When will it peak? When will it get to levels low ... Read More