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What About the Election – A Few Simple Charts
As we enter the election season leading up to November 5th, I expect increased market volatility and an increase in client inquiries...
James Tharin, CFA
Jul 8, 20242 min read
586 views

Headwinds Should Become Tailwinds Soon
The total return for the S&P 500 for the 3rd quarter was a minus 3.27% although the major index has returned a positive 13.07% year to...
James Tharin, CFA
Oct 3, 20232 min read
680 views
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A Tale of Two Markets
The first half of 2023 is done and over and to the novice investor, the stock market looked incredibly strong. The S&P 500 booked a...
James Tharin, CFA
Jul 17, 20232 min read
701 views
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The Best Opportunities Usually Appear During Recessions, Not After
We believe that the economy is currently in or about to be in a mild recession. Most of the indicators that we monitor indicate that the...
James Tharin, CFA
Apr 6, 20231 min read
959 views
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