Quarterly Comments May 13, 2025
Enjoy the Tariff Respite While It Lasts As of now, the temperature in the economic “room” seems to have lowered. The de-escalation of the tariff war with China suggests we […]
Quarterly Comments November 2024

Not As Clear As We’d Like It To Be We expected some clarity following the election What we seem to have at this moment is “not so much.” Many of […]
Quarterly Comments

Mixed messages abound! The bond market tells us a recession is not only coming – it is inevitable; the stock market seems to be saying “Slowdown maybe, but the economic growth opportunities remain, so – no recession.”
Quarterly Comments
Growth, Slow Growth or No Growth February 15, 2023 I think I can speak for all of us when I say we are feeling, if not a bit better, then […]
Market Outlook 2023
Market Outlook 2023 With Linda P. Erickson, CFP® Join us for our annual presentation when we look to 2023 to review the current economic climate and what, if any, changes […]
Making Sense of It: Inflation, Recession or Not

The Federal reserve is playing catch up and is raising rates at the fastest pace since the early 1980s. It will take 6 to 12 months to actually see the cooling effects of these rate hikes on the overall economy, so there is the very real possibility that the Fed will go too far or too fast and cause a deeper contraction than is needed or warranted.
MidYear Market Outlook
Join Linda P. Erickson for a MidYear Market Outlook when she will discuss the previous quarter, the current economic climate and what, if any, changes might be on the horizon.
2022 Market Outlook Lunch and Learn
Hear about the role of the Federal Reserve in 2022, current market and interest rate conditions and more…
Quarterly Market Outlook
Join Linda P. Erickson, CFP® for her quarterly investment conference call when she will discuss the previous quarter, the current economic climate and what, if any, changes might be on […]
Making Sense of Inflation

I can hardly get through any news report or recent article which does not mention “inflation” in some context. If you are over the age of 60, or have studied the inflation of the 1970’s, you may immediately call up an image of mortgages and money market funds at 17% or more. What we have this time around is not that!