David Ricciardelli
A quick note looking at how policy and tariffs are driving markets, which includes potential off ramps and silver linings.
After receiving more inbound calls from anxious investors than during similar periods in 2022 or 2020, we put together some charts to help put today’s markets in context.
A quick look back at 2024 and a look forward into the investing landscape for 2025. What happens after two years of 20%+ equity returns? Historically, anything can happen next but on average, over the...
A brief examination of markets in an election year and when the Fed starts to cut interest rates.
Some thought provoking charts that examine markets, inflation, volatility, lottery tickets, wages, and investor sentiment.
It feels like the market is becoming more focused on fundamentals. While there are reasons to be constructive, some ‘monsters under the bed’ keep investors on edge.
A closer look at asset allocation, alternative investments, and why experts are forced to recommend low-cost index investing via ETFs – even if they invest their own wealth using a different strategy...
Observations from my latest family vacation in Italy.
We try to put the current market in context in response to investors asking if the market is overheating and the media leaning in to the word ‘froth’.
