Financial Insights

As wealth managers, we intend to focus on our client’s investment returns over market cycles, not just quarterly positioning.  Risk must be measured and factored in, just as much so as the potential for rewards.  Additionally, we should not only be thinking about generating current income for our clients, but also about an increasing income…

As if the U.S. Federal Reserve did not already have enough on its plate heading into its meeting on interest rates this week, chaos deep inside the plumbing of the U.S. financial system has thrown policymakers an unexpected curve ball.  When rates on the typically steady overnight re-purchase agreements behave like the stock market, as…

US / China Trade War Analysis  Why are we in a trade war? China entered into the World Trade Organization in 2001, under rules that granted it concessions as a developing country, which greatly accelerated its integration with global markets and supply chains. Studies have shown that Chinese exports led to lower prices for U.S.…