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: February 7, 2025
Uncertainty Grows It seems like much more than a month since the inauguration of the new administration. More Executive Orders have been issued in this short time span than in […]
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.”
Recession – To Be or Not To Be

It’s in the news – everywhere – talk of recession and all the negative feelings that word calls up. Well, are we in a recession? And why do we care if we are or are not?
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 […]
What a Year It Has Been!
Poised as we are on the close of 2020, I struggle to sum up in a few words where we are in the financial trends which direct (or impede) the […]
Quarterly Comments: Mixed Messages or Acceleration?

The market is up — way up — and the economy is “not so much.” What might explain this disconnect?
Quarterly Comments: Market Disconnect?
To attempt to make any comment in the middle of a pandemic, and I do think we are in the middle not the end, is to invite a list of […]
What Just Happened…and When Will it End?
Let’s start with a very short recap – The high of the US stock markets occurred in February, but by the end of the 1st quarter the S&P 500 Index […]