Updating our listeners on market performance and tariff news up to mid-May; and two investment areas less effected by trade wars. 

We’ve opined that markets are set for a long-term shift. How does Trump’s tariff war factor in to the changes?

A review of market performance through the 1st quarter of 2025, and addressing three important concerns of our clients and investors.

At retirement, or some point in our financial lives, we need our investments to pay income. How to get started with an income plan.

A review and commentary of year-to-date market performance, with our portfolio guidance for the short term.

In our previous episode we put forth the strong possibility of a long-term paradigm shift in the global capital markets. In today’s installment we continue the discussion, relative to our current landscape.

After a decade if terrific equity returns, many are questioning if the next decade could be disappointing—unless it’s just different. A look into what the next ten years could return.

With Republicans taking control of Washington, what we expect in the next four years and some thoughts on near-term investment strategy.

The two super-heavyweights of US retail are doing battle for your wallet. Let’s look at the ‘tale of the tape’ between Amazon.com and WalMart—do we declare a winner?

Walmart and Costco are two dominant retailers often described as competitors—but in reality are two different businesses targeting their own customer profile with each dominating their niches.