The NDR Crowd Sentiment poll below measures market based and survey-based sentiment indicators to gauge if investors are optimistic or... read more →
In this episode we are joined by Bill Loehning of Thornburg Investment Management who shares his experiences working with both... read more →
For nearly 40 years, Jeff Levine has been more than an accountant to his clients. Jeff and his partner built... read more →
At about 1:32 PM EST on Tuesday, the widely-followed spread between 10-year and 2-year treasury yields (a.k.a. the yield curve)... read more →
2022 is certainly off to an inauspicious start. Spring hasn’t even fully sprung yet investors’ nerves are already frayed thanks... read more →
There are many ways to divide different demographics to compare and contrast. One way that has been in vogue in... read more →
Chris Winn is founder of AdvisorAssist and has over 23 years of investment management industry experience with a focus on... read more →
While global financial markets are reeling from the latest geopolitical events in Eastern Europe, earnings season for Q4 2021 is... read more →
Here’s a fairly comprehensive list of geopolitical events dating back +80y. Consistent with last week’s TalkingPoints – What do geopolitical... read more →
Sound asset allocation is the critical foundation for every successful investment portfolio. We at CWM have always preached the need to... read more →