Quarterly Commentaries
- 2023 4th Quarter - Market Insights: Navigating Current Conditions and Outlook for 2024
- 2023 3rd Quarter - At Your Service
- 2023 2nd Quarter - Is the Money in My Bank Safe?
- 2023 1st Quarter - The Future is Now (And I, for one, welcome our new robotic overlords.)
- 2022 4th Quarter - Is the Market Making You Nauseous? Fear not, signals of a market bottom are finally appearing.
- 2022 3rd Quarter - 'The Laws of Physics Cannot be Broken, but They Can Often Bend'
- 2022 2nd Quarter - 'Don't Panic'
- 2022 1st Quarter - 'Another Positive Year Ahead, but Keep and Eye on the Details'
- 2021 4th Quarter - 'Inflation, Social Security, and CPI'
- 2021 3rd Quarter - “The Law of Unintended Consequences”
- 2021 2nd Quarter - “Higher Inflation appears to be Unavoidable. 1921, 1978, 2007, or 2021?"
- 2021 1st Quarter -“Fear and Uncertainty Give Way to Recovery and a Long Overdue Rotation in Market Leadership”
- 2020 4th Quarter - “Optics vs. Reality – The Misleading Signals of Cap-Weighted Indexes”
- 2020 3rd Quarter - Commentary from Other Writers
- 2020 2nd Quarter - "The Market has Spoken, and Now...........the Data."
- 2020 1st Quarter - “Is a Soft Landing a Fairy Tale or is it Actually Possible?”
- 2019 4th Quarter - “May You Live in Interesting Times”
- 2019 3rd Quarter - "The Anatomy of a Growth Cycle Recession"
- 2019 2nd Quarter - My Message to the FED, “Please Step More Carefully This Time!”
- 2019 Market and Economic Outlook - "While it may be slower, expect another year of growth ahead."
- 2018 Market and Economic Outlook - "At Last, the Grand Market Cycle Restarts!
(And no, it hasn’t been 8.5 years since the last market correction)"
Our Services
We offer tailored strategies and personalized planning for individuals and business owners in CO and beyond.
Our Approach
We take a tactical approach through in-house, active asset management to help you manage risk and seize opportunities.
Our Team
Our teamwork element adds a broader perspective and creativity to all we do, which means increased benefits for you.