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