3rd Quarter 2025 Market Outlook

Hello from 30,000 feet! I’m writing this from somewhere over the Pacific, about six hours into a 12-and-a-half-hour flight from Chicago to Tokyo. This trip is particularly special as it’s my first time back since graduating high school there in June 1997, and now I’m returning to explore Tokyo with

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2nd Quarter 2025 Market Outlook

Tariff-ied investors have led to volatile markets since Trump announced his plan to levy tariffs with our trading partners.  (I expect audible eye rolling at

1st Quarter 2025 Market Outlook

Happy 2025! We hope you and your family had a wonderful holiday, and that everyone is enjoying the first quarter tradition of dating documents as

1st Quarter Market Update 2024

Happy New Year!  The 4th quarter was quite the wild ride so here is my attempt to summarize what just happened.  • Stocks: The Party

4th Quarter Market Update

Taylor Swift was estimated to provide $5 billion in economic impact on her US tour stops.* That impact would make her more productive than 50

3rd Quarter Market Update 2023

This “Little Engine That Could” market has just completed 3 straight quarters of growth.  For those of you who have matured in your reading material,

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