2021 In Review

2021 In Review We are dealing with completely unchartered waters. No one… And I mean no one who is alive today has ever managed money through a worldwide pandemic. 2022 is set up to be a successful year, but it wouldn’t surprise me to see it be a bit more

2021 in Review & Looking Ahead to 2022

2021 in Review & Looking Ahead to 2022: We expect to see value win the “tug-of-war” for leadership between growth companies and value companies. Value has historically outperformed growth during rising rate environments which has a greater impact on growth company profit margins. We believe that the labor shortage will

Markets and Omicron

Markets and Omicron: With Omicron stressing the world’s economies last week, the markets from New York to Europe to Asia all struggled. It wasn’t just Omicron weighing on investors, but the rising case numbers added to the mood hanging over global markets, tempting investors to sell out of high-priced holdings

Optimistic Projections

Optimistic Projections A year ago, business and economic leaders were looking beyond COVID to what they were perceiving as better times — when the pandemic would be a thing of the past, the economy would rebound, and ‘normal,’ as in the life we experienced before March of 2020, would return. 

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Your Essential Year-End Financial Checklist

Your Essential Year-End Financial Checklist The end of the year always seems to sneak up on us. After Thanksgiving, the buzz of the holiday season keeps us busy through the New Year, and tax season probably isn’t even a distant thought yet. But there are a number of reasons to

Omicron Could Knock U.S. Economic Recovery Off Track

Omicron Could Knock U.S. Economic Recovery Off Track The emergence of a new COVID-19 variant is raising fresh uncertainty for the U.S. economy, even as President Biden vows that the country will not see more lockdowns. After wading through a summer surge in cases driven by the delta variant, the

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Stunning Decline on Unemployment Claims

A Stunning Decline in Unemployment Claims The number of Americans filing for unemployment benefits last week fell to the lowest level in more than half a century. This is the latest sign of the labor market bouncing back from the coronavirus pandemic. Last week’s jobless claims totaled 199,000 when adjusted

A Take on Active vs. Passive Investing​

A Take on Active vs. Passive Investing The last two years have come with many changes. The state of the world has caused many of us to make shifts in our lives, both personally and professionally.  For better or for worse, some of these shifts may be short-lived and some

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Jeff Powell on Cheddar TV – Consumer Prices Up

“…So having a little profit taking and a little pullback is part of a natural thing…” Jeff Powell CIO, Managing Partner Share on facebook Share on twitter Share on linkedin Share on email Jeff Powell discusses how supply chain issues and inflation will impact consumer spending, and discusses the future

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Consumer Price Index Soars

Consumer Price Index Soars: What the jump in the CPI means for you. Wall Street’s main indexes fell on Wednesday as a surge in U.S. consumer prices last month deepened fears that high inflation is here to stay amid supply chain snarls. Inflation across a broad range of products that