Rates and Tech and Widgets, Oh My!

Rates and Tech and Widgets, Oh My!

I have a friend who owns and operates a small specialty machine tool sales and service company. His customers own machine shops and factories in the northeast. Thus far in 2021 his business is already up 160% over his 2019 levels. Some of this increase comes from his...
Conflict of Interest

Conflict of Interest

Volatility is back, with the U.S. equity market suffering a few tough weeks reminiscent of the dramatic action in 2020. Since their respective peaks on February 12, the S&P 500 Index has declined -5%, and the tech-heavy NASDAQ -10%. There is no shortage of good...
A Second Wave of Worry?

A Second Wave of Worry?

By Steve Worth What do the numbers 1.52 million and 30,269 have in common? They are both all-time highs; in the US Covid-19 infection count, and the Dow Jones Industrial Average. An increasing number of people are struggling with the many difficulties caused by this...

Investing in an Election Year – Vanguard

Elections matter, but not so much to your investments Election years can be fraught with uncertainty as developments surrounding the candidates, their platforms, and their predicted effects on the economy and markets dominate the news. But should you let this stream...

An Unexpected Result

2019:   An Unexpected Result Wow – great year!  But do you remember how we felt in January 2019?  Investor sentiment was quashed by a -9.2% correction in U.S. stocks in December 2018, and the anti-growth political events of the day; a partial...

Headline Risks

It is hard to avoid getting dragged down by the current news cycle; deficits, inverted yield curves, negative yields in the Eurozone, tweets, trade disputes, the Red Sox’s pitching staff.  Did I mention tweets?  No one could be faulted for asking the...