By Sam Taylor | October 16, 2019
Melanie and I recently returned from a much-needed Texas road trip to hug up on our two-year-old grandson (pictured here on his own road trip!) and to provide his parents with a few meals not cooked in their kitchen, if anyone knows what that means.  Four nights and five days was the perfect tonic...
By Sam Taylor | October 2, 2019
Stocks have been in a tug-of-war lately between bulls who believe everything is just fine, thank you, and bears who fear a recession must be imminent.   One week it’s up, the next down and then back up again.   The primary cause of this recent lack of direction is uncertainty as to the status of...
By Sam Taylor | July 8, 2019
The market rose effortlessly during the first four months of 2019, lifted by the twin propellers of the Federal Reserve’s interest rate pivot and the belief that China and Uncle Sam were close to a trade deal.  However, it began encountering turbulence when Fed Chairman Powell hinted that a rate...
By Sam Taylor | May 15, 2019
Recent events are, once again, demonstrating the volatility inherent in equity investing.  Few investors seem to mind, or even notice when volatility is on the upside, but when it comes to downside volatility that’s a horse (or bear) of a different color.    The latest cause de jour is the trade...
By Sam Taylor | April 2, 2019
The market’s outstanding performance in the first quarter of 2019 can almost single-handedly be attributed to a sea-change in investor perception about the direction and pace of the Federal Reserve’s monetary policy.  Up until last year’s painful sell-off, the Fed was believed to be committed to “...
By Sam Taylor | February 20, 2019
One of the really great things about our business is the wide variety of individuals with whom we have the pleasure to partner.  Our clients range in age from young Millennials with careers, dreams and aspirations far in front of them, to those from the Greatest Generation now enjoying the fruits...

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