For nearly 40 years, Jeff Levine has been more than an accountant to his clients. Jeff and his partner built a robust firm that provides much more than just tax... 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) briefly fell to -0.002%, thus inverting (even if barely) for... read more →
2022 is certainly off to an inauspicious start. Spring hasn’t even fully sprung yet investors’ nerves are already frayed thanks to a hawkish Fed pivot, the highest inflation in decades,... read more →
There are many ways to divide different demographics to compare and contrast. One way that has been in vogue in many cultural/social conversations is to look at the financial positions... read more →
Chris Winn is founder of AdvisorAssist and has over 23 years of investment management industry experience with a focus on regulatory compliance, business transitions and operations and technology matters. Prior... read more →
While global financial markets are reeling from the latest geopolitical events in Eastern Europe, earnings season for Q4 2021 is quietly drawing to a close, with over 90% of companies... read more →
Here’s a fairly comprehensive list of geopolitical events dating back +80y. Consistent with last week’s TalkingPoints – What do geopolitical events mean for stock returns? (2-14-2021), negative/stressful/upsetting geopolitics events develop... read more →
Sound asset allocation is the critical foundation for every successful investment portfolio. We at CWM have always preached the need to be diversified, to own quality, and to have patience when... read more →
Fears of a major conflict between Russia and Ukraine/NATO intensified over the past week as White House officials urged all U.S. citizens to leave Ukraine as intelligence suggests ‘major military... read more →
With 56% of companies (worth 73% of market capitalization) of the S&P 500 index having reported results for Q4 2021, it is shaping up to be another remarkable quarter for... read more →