ARTICLES

We’re coming up on that point in the year when most people start thinking about finances, estimating how much income you’ll earn, evaluating how your investments are performing, and how it all will impact your taxes. It’s a great time to start preparing for the coming year. And this year is special. In even the...

We have been asked a lot recently by current and potential investors about how our funds are weathering the pandemic and whether there is any cause for concern given current economic circumstances. Very simply, our funds continue to perform well, and we have every expectation for them to continue to do so. Our monthly preferred...

Note: We have a more recent economic forecast for 2021 that can be found here. Happy New Year! Hopefully, you’ve been enjoying the past articles on the economy and stock market valuations as we head in 2020, and have found some insights valuable. This will be the fourth article in our 5-part series. If you...

Note: We have a more recent economic forecast for 2021 that can be found here. In the last two sections of our economic analysis, we covered several of the key fundamental drivers of the economy and the direction of these “tides.” If you missed either of the last two articles, you can read them here:  2020...

Note: We have a more recent economic forecast for 2021 that can be found here. Last week we shared Part 1 of our analysis of the current state of the U.S. Economy. We covered our approach to understanding economic “tides”, U.S. Employment and Household Income, and Consumer & Business Sentiment. If you missed last week’s analysis, you...

Recently, we have been frequently asked by investors about our perspective on the economy as we head into 2020. Are we heading into a recession? When will this happen? Will it be as bad as 2008? Obviously, this is something on the forefront of investor’s minds. But, it’s also hard to give a succinct answer....