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With the debt-ceiling debate behind us, and the first five months of 2023 now in the rear-view mirror, where do we stand? Consumer spending has

Do we really have a debt-ceiling “deal???” Let us hope Congress will pass the debt-ceiling deal quickly, moving the issue from the side-view mirror to

It is no secret what is moving the stock market higher so far this year! Four companies (Apple, Microsoft, Amazon and Nvidia) make up over

How will the stock and bond markets perform this summer?  First, our time horizon needs to be realigned. Remember the days when we purchased stocks

Accurately forecasting the short-term direction of the markets and the economy is a task best left to the “experts” (who rarely get it right). Few

Approximately one-half of the S&P 500 companies have reported quarterly results. 74% have exceeded sales expectations, 79% have exceeded profit expectations.  So far, much better

While Paul is out of the office at a Commonwealth Conference, Brad McMillan weighs in on a few hot topics. Brad McMillan, CFA®, CAIA, MAI,

Is the stock market climbing a “wall of worry”?Is the stock market thinking corporate profits are starting to bottom?Is the stock market thinking the Federal

This week brings a load of reports for investors to chew on…. Last Friday’s jobs report showed the US economy added 236k jobs. This week,