Doug LagerstromMar 1, 20212 minValue Propositions | Are Things Beginning to Rotate?Rotation is a term used in our industry to describe the flow of investor capital as it moves from one investment style, or asset class,...
Doug LagerstromMar 1, 20212 minMarket Outlook | Winter 2021The stock market typically anticipates economic activity six months out. In other words, if you want an idea for where the economy is...
Doug LagerstromJun 30, 20202 minMarket Outlook | Summer 2020Jobs, Jobs, Jobs: The biggest concern for economists about the fallout from the Covid-19 virus and subsequent closing of our economy has...
Doug LagerstromJan 31, 20203 minMarket Outlook | Winter 2020Listening to our federal reserve chairman at his hearing before the house on February 11, 2020, you would feel great about our economy....
Doug LagerstromJun 30, 20194 minMarket Outlook | Summer 2019The overall US economy continues to be strong even as the global economy trudges through economic malaise. US unemployment is lower than...
Allen MinassianMar 31, 20182 minA Mountain of Debt | School Loans and the Inevitable AvalancheAs many of you may know, I will have both of my kids in college this coming Fall semester. As I went through and pondered the ever-rising...
Doug LagerstromMar 31, 20183 minMarket Outlook | Spring 2018What will happen when interest rates finally go back up? Will our economy be strong enough to survive? Will the stock market crash? Will...
Doug LagerstromJan 31, 20182 minMarket Outlook | Winter 2018Is it good news for the economy now, bad news for the stock market? It certainly looked that way in early February when a better than...
Doug LagerstromMar 31, 20172 minMarket Outlook | Spring 2017The U.S. economy has mostly met the central bank’s goals of full employment and stable prices, and may get further support if President...
Doug LagerstromMar 31, 20172 minPolitical Picture | Spring 2017In the wake of a failed attempt to repeal and replace the Affordable Care Act Republicans are faced with the daunting task of income tax...
Doug LagerstromJan 31, 20173 minMarket Outlook | Winter 2017Both the election and the federal funds interest rate increase at the end of last year will likely impact the economy going forward....
Doug LagerstromJun 30, 20162 minMarket Outlook | Summer 2016What will our economy look like in the wake of Brexit and the Presidential election season? Well, the economy doesn’t look particularly...
Doug LagerstromJun 30, 20162 minBrexit | Market Uncertainty AheadWhoa! That election result certainly came out of the blue. If you ever needed proof that markets hate uncertainty, consider that the S&P...
Doug LagerstromMar 31, 20162 minMarket Outlook | Spring 2016There’s a new weapon proposed to fight the war on drugs, the war on terrorism, and the war on illegal activity in general. Former...
Doug LagerstromMar 31, 20161 minBargain Hunting | The Market Might Be Ready for YouSince the end of the financial crisis central bankers have been pumping cash into the system hoping to jump start their economies. QE1,...
Doug LagerstromJan 31, 20162 minMarket Outlook | Winter 20162015 was dominated by declining oil, a rising dollar and an ongoing discussion of will she, won’t she, should she? She did. I’m speaking...
Doug LagerstromJan 31, 20162 minPolitical Picture | Winter 2016For the purposes of this article we will focus just on the economic policies of the candidates likely to get the nomination and the...
Allen MinassianJan 31, 20162 minExpectation Gap | A Better New NormalThe idea behind asset allocation is simple: When one investment category struggles, it’s OK because that is offset by another category...
Doug LagerstromSep 30, 20152 minMarket Outlook | Fall 2015Will they or won’t they? When will they? How much will they? 25bps? 10bps? Maybe 15bps? How about the language after the meeting? For...
Doug LagerstromMar 31, 20152 minMarket Outlook | Spring 2015The Federal Reserve Bank stopped buying US Government bonds in October of last year. Ironically as we have completed our QE program,...