Client Portals
Weekly Insights
David S. Waddell

The Noise: The Fed

The Full Story: On Wednesday, the Federal Reserve chose to leave rates unchanged for the fourth consecutive meeting.  Market participants (i.e., algorithms) scrutinized every word

Read Blog »
Weekly Insights
David S. Waddell

Good Riddance!

The Full Story: The first half of 2022 has finally ended. Within the first half, we experienced historic fiscal tightening as the COVID stimulus programs

Read Blog »
Weekly Insights
David S. Waddell

Putting the Pencil to It

The Full Story: Jerome Powell took to the Hill this week and reiterated his “hike till it falls.” “It” can mean inflation without recession or

Read Blog »
Weekly Insights
David S. Waddell

Down But Not Out

The Full Story: The first quarter has ended, and we could not be happier about it. Markets took blows from everywhere this quarter. Omicron re-quarantined

Read Blog »
Quarterly Insights
Phyllis R. Scruggs

“War, What Is It Good For?”

First Quarter, 2022 “War, What Is It Good For?” When Edwin Starr sang this 1970 hit song he had the right answer “War, it ain’t

Read Blog »
Weekly Insights
David S. Waddell

Take this Job!

The Full Story: Prior to the pandemic, the US economy employed 152,523,000 people. Today, the US economy employs 147,553,000 people. Yet US GDP stands $1.2

Read Blog »
Weekly Insights
David S. Waddell

Defending the Fed

The Full Story: Chairman Powell spent two days this week testifying before Congress after releasing his mid-year Monetary Policy Report.  This robust report details the

Read Blog »
Weekly Insights
David S. Waddell

Stop Inflation Hyperventilation

The Full Story: Aside from the crypto crash, investors remained fixated this week on the existential threat of inflation.  Per the narrative, higher overall inflation

Read Blog »
Weekly Insights
David S. Waddell

The Noise: The Fed

The Full Story: On Wednesday, the Federal Reserve chose to leave rates unchanged for the fourth consecutive meeting.  Market participants (i.e., algorithms) scrutinized every word

Read Blog »
Weekly Insights
David S. Waddell

Good Riddance!

The Full Story: The first half of 2022 has finally ended. Within the first half, we experienced historic fiscal tightening as the COVID stimulus programs

Read Blog »
Weekly Insights
David S. Waddell

Putting the Pencil to It

The Full Story: Jerome Powell took to the Hill this week and reiterated his “hike till it falls.” “It” can mean inflation without recession or

Read Blog »
Weekly Insights
David S. Waddell

Down But Not Out

The Full Story: The first quarter has ended, and we could not be happier about it. Markets took blows from everywhere this quarter. Omicron re-quarantined

Read Blog »
Quarterly Insights
Phyllis R. Scruggs

“War, What Is It Good For?”

First Quarter, 2022 “War, What Is It Good For?” When Edwin Starr sang this 1970 hit song he had the right answer “War, it ain’t

Read Blog »
Weekly Insights
David S. Waddell

Take this Job!

The Full Story: Prior to the pandemic, the US economy employed 152,523,000 people. Today, the US economy employs 147,553,000 people. Yet US GDP stands $1.2

Read Blog »
Weekly Insights
David S. Waddell

Defending the Fed

The Full Story: Chairman Powell spent two days this week testifying before Congress after releasing his mid-year Monetary Policy Report.  This robust report details the

Read Blog »
Weekly Insights
David S. Waddell

Stop Inflation Hyperventilation

The Full Story: Aside from the crypto crash, investors remained fixated this week on the existential threat of inflation.  Per the narrative, higher overall inflation

Read Blog »