Newsletter
Written by: Ryan Bouchey, CFP® Chief Investment Officer & Chief Strategic Officer One of the themes we’ve been discussing all year-especially since what we’ve referred to as “Liberation Day” on April 2nd-is the disconnect between soft data (consumer sentiment) and hard data (economic reality). For much of the year, what consumers were feeling didn’t…
Written by: Ryan Bouchey, CPA, CFP The Holidays are a time for many things: making memories with family, expressing daily gratitude, and perhaps reflecting on the year gone past. While contemplating various aspects of my life, one crucial element that captures my reflection, aside from my family, is the markets. With December upon us,…
It’s been an up and down week in the markets, following a down week last week. The headlines continue to be driven by inflation news (good and bad), July jobs report last week (somewhere in the middle) and last week’s downgrade of U.S. debt from AAA to AA+ by Fitch (bad but not worrisome). What…
A Trump Presidency and What Lies Ahead
For two years now we’ve been hearing a negative narrative about market expectations, while at the same time experiencing strong market performance. In 2023, it was all about the incoming recession. This year, the public concern centered around the pivotal presidential election. Well, fast forward to three days post-election, and we have another year of…