Resources

Investment & Economic Strategy Update — September 23, 2022

In Our Opinion: We do not see the FED continue raising interest rates much after the new year. What a recession really is. US and world economy, inflation will eventually come down into next year. Approximately 70 percent of the time equity markets are on the upside...

Where is the Energy Market Heading?

In Our Opinion: Prices for barrels of oil fall from $120 to roughly $90, we feel temporary. Big integrated companies underinvest in oil exploration and infrastructure. Higher oil and gas prices expected in the future. Current prices for oil and gas dropped due to talk...

Investment & Economic Strategy Update — September 9, 2022

In Our Opinion: The market tends to be more volatile during the summer months, due to a slowdown in trading. Overall, the economy is still doing quite well. Current job market has more positions available than people to fill them. Overall, valuation of companies is...

What’s Really Going on With the Economy?

In Our Opinion: Will we see an early 2000’s style recession? In our opinion no. As an investor you should still position your portfolio for some type of recession. Job market has more positions available than people to fill them. As a long term investor, it...

Are Variable Annuities as bad As Equity Index and Fixed Annuities?

In Our Opinion: Variable annuities are complete garbage. They are layered with fees and high expenses. From what our firm has seen, a typical variable annuity has a cost structure around 4-4.5% annually! Bottom Line: All annuities are junk and will rob your portfolio...

Investment & Economic Strategy Update — August 18, 2022

In Our Opinion: Looking at the Equity markets, it has already recouped about half of the losses from earlier this year. There are many factors that signal a recession; don’t buy into media hype. Generally speaking, the market has probably already bottomed for...

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We work with investors who have $1,000,000 of investment assets and greater. 
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