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Insights

Our 2024 View: Overall Economic Growth Is Slowing

December 14, 2023
Read time: 8 minutes For those who didn’t experience “The Tonight Show Starring Johnny Carson,” he used to...
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More to Celebrate Than Fear as We Head Into 2024

December 14, 2023
Read time: 16 minutes “By rationally looking at long-term trends instead of viscerally reacting to the horror story...
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Why We’re Cautious Near Term and Constructive Longer Term. The Key Is Rates.

November 3, 2023
Read time: 16 minutes As we near year-end, we are cautious about S&P 500 returns in the near...
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U.S. Macro Economy Growing, Albeit Slowly

November 3, 2023
Read time: 9 minutes On Nov. 1, the Bureau of Economic Analysis (BEA) released its first report concerning...
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Stock Market or Market of Stocks?

October 6, 2023
Read time: 10 minutes Over my 40+ years of being involved in the business of professional investment practice,...
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Expected Recession Is Tardy—What Gives?

October 6, 2023
Read time: 10 minutes “The four most expensive words in the English language are, ‘This time it’s different.’”...
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It’s A Mad, Mad World… So Mad That We Are Still Outrageously Neutral

It’s A Mad, Mad World… So Mad That We Are Still Outrageously Neutral

September 14, 2023
“It would be so nice if something made sense for a change.” —Lewis Carroll, “Alice in Wonderland” August...
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The Economic Impact of Rising Mortgage Rates

The Economic Impact of Rising Mortgage Rates

September 14, 2023
In April 2022, I provided an analysis of home purchase costs in relation to median national household income. In...
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2020 Crystal Ball Mid-Year Review

2020 Crystal Ball Mid-Year Review

July 23, 2020
Nothing was calm about the first half of 2020. After one of the worst closes on record to the...
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Market Update April 14, 2020 with Jeff Krumpelman and Katrina Scott.

Market Update April 14, 2020 with Jeff Krumpelman and Katrina Scott.

April 14, 2020
Katrina Scott , chief investment officer, and Jeff Krumpelman , chief investment strategist, share their views on why most...
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Market Update March 24, 2020 with Jeff Krumpelman and Katrina Scott

Market Update March 24, 2020 with Jeff Krumpelman and Katrina Scott

March 24, 2020
Our Chief Investment Officer Katrina Scott and Chief Investment Strategist Jeff Krumpelman share their current thoughts on the markets,...
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Market Update March 16, 2020 with Jeff Krumpelman, Bill Greiner & Katrina Scott

Market Update March 16, 2020 with Jeff Krumpelman, Bill Greiner & Katrina Scott

March 16, 2020
As markets plunge over continued coronavirus concerns, the Fed slashes its benchmark interest rate to near zero, and headlines...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#156

Raising Financially Savvy Children

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April 3, 2025
#155

Navigating and Controlling the Sale of Your Business

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March 20, 2025
#154

Lead with Confidence: Leadership & Mentorship Advice

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March 6, 2025
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