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March 2024 Newsletter

Navigating the Rapidly Evolving Economic Landscape: Rebalancing as a Portfolio Strategy Vaughn Woods, CFP, MBA The US stock market is on a whirlwind path, galvanized

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February 2024 Newsletter

Navigating Stock Markets Through Presidential Election Cycles By Vaughn Woods, CFP, MBA   The political and financial worlds often collide, and nowhere is this more

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January 2024 Newsletter

Economic Peekaboo: Plunging Bank Reserves Unveil Potential Upswing? By Vaughn Woods, CFP, MBA   The New York Federal Reserve Bank recently noted in an article

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August 2023 Newsletter

Economic Cycle News Are we approaching the best or worst time to invest? By Vaughn Woods, CFP, MBA   Reminders of the Relationship Between Rates

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July 2023 Newsletter

Inflation, Risk, Reward, and the Transfer Mechanism Effect   Good news.  Inflation is slowing…slowly. Will slowly turn into too slowly? The data-dependent stock market has

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June 2020 Newsletter

Our Heterodox Presidential Administration and Recession President Joe Biden and his administration have immense power to influence the economy. Therefore, as is the case with

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Accounting for the Wrong Test

Accounting for the Wrong Test Stress Testing, Statistical Data, Confidence and Monitoring And now another shoe drops. First Republic Bank no longer inspires confidence. So

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April 2023 Newsletter

The End of Savings Safety and the Beginning of Economic Understanding Includes a Fun Assignment   When it comes to investing your hard-earned money for

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