Category: Uncategorized

On the surface, a new 1% stock buyback tax and 15% corporate minimum tax on top-earning companies may look harmful to bottom lines, but we think the reality is more nuanced.

The earnings outlook is dimming as the economy slows, which could result in cuts to earnings forecasts and downside for stocks. U.K. earnings have been a surprising outperformer.

Volatility has spiked as markets react to concerns about the ability of the global economy to cope with sharply higher U.S. interest rates. If these trends continue, the Fed may end up slowing its pace of tightening—but not stopping it.

While a spike in global market volatility has prompted some investors to think a Fed response is imminent, we caution against thinking that intervention is a bullish development.

The Fed is determined to break the back of inflation by raising rates again and again—but at what cost to the economy, employment, and the markets? Is there a plan?

The persistence of global inflation could determine which of the three paths central banks may follow and which market qualities investors might consider for their portfolios.

Why do we often mistake the root causes of our feelings and other experiences?

Can you financially weather a storm—or flood or fire? Here’s how to prepare, including packing a financial “go bag.”

The bear market has been driven by multiple compression, making valuations look relatively compelling. Yet, expected weakness in earnings may limit the upside potential for stocks.

Some people start to take unnecessary risks when their portfolio gets off track. What are your options?