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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Monday, January 16, 2023

At Stone Point Financial, I expect technology to be a big part of preparing for a successful retirement.  Because of this, I'm offering you the ability to track your expenses, see your financial goals, access all your accounts in...

 

Thursday, January 5, 2023

The housing sector was a huge and early beneficiary of the super-loose monetary policy of 2020-21.  But, once the Fed started tightening, housing took the lead downward, as well.  This isn’t a repeat of the 2006-11...

 

Thursday, June 23, 2022

"Be fearful when other are greedy and be greedy when others are fearful" is a famous quote from the billionaire investor Warren Buffett.  It always amazes me that at the young age of 91, Buffett continues to invest and purchase...

 

Wednesday, January 5, 2022

 

Thursday, November 4, 2021

Please see below to download and view our proprietary monthly global economic and market summary indicators, City National Rochdale Speedometers. The indicators are an important component of our ongoing commitment to keeping clients...

 

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Tuesday, July 13, 2021

Many are convinced that a US stock market correction, or even a bear market, is inevitable. So, when the S&P 500 was down 1.6% last Thursday, many thought it had arrived. Then, the S&P 500 rebounded and hit a new all-time high on...

 

Thursday, April 8, 2021

City National Rochdale Speedometers The above link is directed to the website of City National Rochdale. Every month, they debut their six to nine month forward-looking speedometers. The above link is their most recent report for the...

 

Thursday, March 25, 2021

The Fed, Regulation, and MMT - Irresponsible To view this article, Click HereBrian S. Wesbury, Chief EconomistRobert Stein, Deputy Chief EconomistDate: 3/22/2021 You've got to hand it to the Federal Reserve. With the cleverness of a...

 

Monday, February 22, 2021

Things are looking up for the US economy.Later this week we'll get an update on real GDP growth for the 4th quarter of 2020. We estimate that'll be revised up to a 4.3% annual rate of growth from a prior estimate of 4.0%.Meanwhile,...

 

Friday, October 2, 2020

The narrative around COVID-19 is constantly changing. Check out the one-pager offered by First Trust with some of the charts and data that we think are important to keep an eye on to help gain some perspective. Click here to view the...

 

Sunday, September 20, 2020

Executive Summary• The U.S. continues to see increases in COVID-19 cases, but moving averages point to some easing.• Vaccine development progress continued, with more human testing and larger samples.• Economic...

 

Monday, June 8, 2020

Date: 6/8/2020 The recession that started in March is the sharpest downturn since the Great Depression. As it turns out, it was also the shortest.Friday's employment report should leave little doubt that the US economy has already hit...

 

Thursday, May 21, 2020

How can the stock market rise while the economy remains down? We can think of at least four reasons: 1) Publicly listed companies didn't get there by accident. Many provide the technology it takes for us to operate in this shutdown...

 

Monday, May 4, 2020

IS A SEP-IRA RIGHT FOR YOUR BUSINESS? If you're like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday demands, choosing a retirement plan for your business can become a...

 

Wednesday, March 25, 2020

Per wikipedia.com, hindsight bias, also known as the knew-it-all-along phenomenon or creeping determinism, refers to the common tendency for people to perceive events that have already occurred as having been more predictable than they...

 

Monday, March 16, 2020

Less than a month ago markets were at a record high, as healthy data on the US economy signaled continued growth on the horizon. Then, as Coronavirus made its way to continental Europe and the United States, markets went into a...

 

Thursday, February 27, 2020

Time to Fear the Coronavirus?Monday, fear over the Coronavirus finally gripped investors, as both the Dow Jones Industrial Average and the S&P 500 index fell over 3% - the largest daily declines in two years. These drops wiped out all...

 

Wednesday, February 12, 2020

Brian S. Wesbury, Chief EconomistRobert Stein, Deputy Chief EconomistDate: 2/10/2020 In January, US payrolls expanded by 225,000, not only beating the consensus forecast, but also forecasts from every single economics group. Since...

 

Thursday, January 30, 2020

RED FLAGS FOR TAX AUDITORS No one wants to see an Internal Revenue Service (IRS) auditor show up at his or her door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most...

 

Tuesday, November 26, 2019

There is a common misconception that estate plans are only for the ultra-rich – the top 1 percent, 10%, 20%, or some other arbitrary determination of “enough” money. In reality, nothing could be further from the truth...

 

Monday, October 28, 2019

Many people have heard the saying "cash is king." It is the phrase successful businesses have lived on for ages. The status of having excessive amounts of cash is admired. Those with cash, have tremendous opportunities to expand...

 

Monday, September 30, 2019

I hear quite often how people believe they are on path to reach their financial goals because their company offers a 401k. It is true that this may be the easiest means for employees to be introduced to investing; however, many of...