News

  • May 23 2013
    Fed’s Mixed Messages Roil Markets

    The Federal Reserve’s unprecedented stimulus efforts are starting to box in the nation’s central banker. Its bond purchases have helped fuel economic growth since the financial crisis.  But Fed policymakers now must figure out how and when to start dialing back the support – and signal that to nervous investors – without derailing the recovery.  Read more ➝

  • Apr 22 2013
    Stocks Drop with Industrial Metals, Euro; Treasuries Rise

    U.S. equities began short-term declines in April during each of the last three years.  The market may be due for a similar pullback this year because its advance since mid-November has been out of sync with weak earnings and slower economic growth.  Stocks need to pause as investors recognize that forward-looking estimates are too high  Read more ➝

  • Mar 5 2013
    Simpson-Bowles Blues Brothers Tour Going Who Knows Where

     Simpson, 81, and Bowles, 67, became unlikely celebrities after failing to carry off one of President Obama’s more abitious first term endeavors.  In 2009 he appointed them to lead his National Commission on Fiscal Responsibility and Reform, a bipartisan group that was supposed to produce a “grand bargain” both parties could endorse to bring the  Read more ➝

  • Feb 1 2013
    10 Leadership Nuggets from Abraham Lincoln

    Abraham Lincoln is very much in the news these days, with examinations of his character, his actions, and his leadership style.  The New York Times has an article about the management lessons that can be learned from Abraham Lincoln. Some of the most enduring Lincoln quotes bring us wisdom in a nutshell.  Reuters columnist Lucy  Read more ➝

  • Jan 23 2013
    Business Groups Propose Raising Age for Entitlement Benefits

    Did you know that Medicare, Medicaid and Social Security account for 42% of the federal budget? The Business Roundtable, which represents chief executives of major U.S. companies, proposed shoring up Social Security and Medicare by raising the eligibility age without increasing taxes on income subject to the Social Security payroll tax. For Social Security, the  Read more ➝

  • Jan 15 2013
    A Breakdown of the New Fiscal Cliff Law

    On January 2, President Barack Obama signed the American Tax Relief Act, an eleventh-hour bill designed to resolve the year-long fiscal cliff debate over expiring tax breaks and automatic spending cuts set to take effect in 2013.  The legislation staves off massive job losses and a potential economic recession, but it raises more questions about  Read more ➝

  • Jan 3 2013
    2013: The Beginning of the End of the Great Financial Crisis?

    Although risks remain and volatility will continue, Andreas Utermann (global CIO from Allianz) is more positive about the world in 2013 than at any point since 2007.  US growth could surprise on the upside and markets could see the beginning of the end of the great financial crisis.  The key takeways from Utermann’s article on 2013  Read more ➝

  • Nov 30 2012
    Arnott on All Asset

     The PIMCO All Asset All Authority funds has been a top performing fund (in both good and bad equity markets) for nearly a decade and is a cornerstone investment for many of our clients’ portfolios.  In his November 2012 report Mr. Arnott talks about the dominant themes driving his portfolio positioning as well as his  Read more ➝

  • Nov 29 2012
    Housing Builds Momentum Amid Earnings Gloom

    Housing, once the bane of the U.S. economy, is now a bright spot.  Home sales and prices are up while inventory is down to a 5.4 month supply – the lowest since February 2006.  Year-over-year sales have increased for eight consecutive months and previously owned homes listed for sale are at the lowest level since December  Read more ➝