Is It September Already? Ugh!
August 31, 2022 Good morning, It sure is hard to find a Bull – anywhere. While such extreme sentiment is not enough of a reason to buy, it does suggest we are probably not facing another waterfall decline as we head into September – the worst performing month historically, and the only month showing negative […]
FAs Weigh In: What Are You Reading?
August 31, 2022 – Managing Director and Principal, Karen McClintock, CFA, CIC was featured in Financial Advisor IQ discussing what books Financial Advisors are reading. “While Trennert is at the helm of an award winning macro-economic research company, he brings a tone of sensibility to our industry, for which we are grateful. This book gives you insights into the […]