Macro: Factory Orders and PMI’s
Durable order soften after early summer strength. Total manufacturing remains slightly negative YOY% change. This is a July report. On Friday we received the survey data for August. The 2 indices continue to give a [...]
Roth IRAs and Roth 401(k)s—What’s the Difference
Among savers and investors, the terms IRA, 401(k), and Roth are as common as drinking water, and sometimes the lines between them get blurred and the distinctions are lost. I’ve had multiple clients refer to [...]
Weekly Market Pulse: Wrong Again
There were some very smart people a year ago saying that you couldn't kill inflation without a big rise in unemployment. Last October, Larry Summers - former Treasury Secretary and President of Harvard - said [...]
Happy Labor Day — Labor v Capital
The age old argument of the importance of labor versus capital in society. Heather Cox Richardson, professor of history at Boston College, presents the viewpoints of South Carolina Senator James Henry Hammond and "rising politician [...]
Is China Investable? China in the 21st Century
Unchanged this century. Value or no? Certainly a topic for discussion. Disclaimer: This information is presented for informational purposes only and does not constitute an offer to sell, or the solicitation of an offer to [...]
What’s the Best Way to Leave Assets to Your Heirs?
Why does everyone think estate planning is so hard? You just split it equally among your heirs and you’re done, right? That’s a simple way to do it, but often, not the best way. [...]
Weekly Market Pulse: The Fault Is Not In R-Star
Why, man, he doth bestride the narrow world Like a Colossus, and we petty men Walk under his huge legs and peep about To find ourselves dishonorable graves. Men at some time are masters of [...]
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