Well, the time has finally arrived. This week, the Federal Reserve is set to cut interest rates in an attempt to start normalizing rate policy. Don't trivialize the incredible policy adjustments that we've lived through for the past 2.5 years. Starting way back in...
As recently as 2 weeks ago, markets were hitting all-time highs, employment and economic data were quite rosy and the outlook was (relatively) stable. My how the narrative has changed. Seemingly overnight, we’ve had a major escalation in a potential conflict between...
There’s an old saying that goes something like “May you live in interesting times.” If true, consider us all fortunate because the last few weeks have certainly been remarkable. Of course, we’ve had the political happenings with both the attempted assassination of...
Well, as luck would have it, immediately after my last blog on April 10th suggesting we were overdue for a 5% pullback, we happened to get one. To be clear, I’d rather be lucky than good and that was a lucky guess. As I suggested, this is very normal and not anything...
It is mind-blowing that we are already into April now. Easter has come and gone and the pollen is in full swing. Speaking of full swing, I can’t wait for the Master’s coverage this weekend! It is the best weekend of the year for golf fans. Let’s hope this beautiful...
Well, the markets certainly finished off 2023 with a bang! Those year-end statements were a pleasant surprise for most investors. I think we all needed that, and if you paid much attention through 2023, you may have noticed that the majority of the total returns came...
All I can say is “what a difference a year makes!” I want to keep this post fairly light (it is the Holiday season after all), but there are some great take-aways from 2023 that are worth noting. Here are a few observations (on markets and the economy in general) and...
We are rapidly approaching my favorite Holiday of the year: Thanksgiving! And, as always it is a great time to consider all we have to be thankful for, even if that doesn’t include a good stock market over the last 2 years. As I like to say though, the market goes up...
I know. I feel the same way. This year just seems to have event after event that makes us feel awful. I’m pretty sure the Media does their best to keep it that way. Is it any wonder that consumer sentiment is low? I know we hear it from most of our clients, and...
Well, since we are being bombarded with news of the next “Debt Ceiling Showdown,” I thought I’d resurface this blog post from just a few months ago (May 2023). https://lineawealth.com/no-ceiling-in-sight-may-05-2023/ Nothing has changed here folks…except there is no...