A History of our Client Communications

The "Our Blog" section of this site is a historical catalogue of our personally written weekly client emails.  Clients might find this database to be a useful reference, while visitors and potential clients might like to review the consistency and depth of our general messaging.  Weekly updates from December 2018 forward to present day are currently available.  Older vintages will be added as we're able.

 

 

Happy Holidays, and Final Thoughts in 2021 as Omicron and Fed Policy Vie for Attention

 December 17, 2021 |Nick Scholte

At this juncture, neither are sufficient individually or in combination to threaten recession.

Read more

As Omicron Fears Subside, Let's Look Ahead to 2022

 December 10, 2021 |Nick Scholte

In short - 2022 should be a year of moderating trends, though still offering solid prospects for the economy and investment portfolios. Volatility might be uncomfortable.

Read more

In a Volatile Week, Omicron May Not Have Been the Main Driver of Turbulence

 December 03, 2021 |Nick Scholte

No, I suspect it was Jerome Powell and the U.S. Federal Reserve that triggered much of the volatility - a "taper tantrum" if you will.

Read more