Category Archives for Economics

Fair Trade

Clients have frequently asked about how tariffs might affect portfolios.  The concern is understandable.  I think most all of us would agree, tariffs are generally bad, and are an additional tax on consumers, which slows the economy.  At the same time, uneven trade deals are not good for the US.  The addition of steep tariffs […]

Read More »

Putting Bitcoin into Perspective

As the price of Bitcoin soars higher and higher ($2,647.57 as of this writing), more and more people are beginning to take note. The surge in interest and demand for more information are driving the research departments, at some of the world’s biggest financial institutions, to begin covering the cryptocurrency and its competitors.

Read More »

How to Track the Performance of Your Investment Portfolio

The return of your investment portfolio is an important matter. However, when tracking that performance, you need to set the right expectations. There is no general standard that all of the investments will return a specific percentage each year or that they will behave the same.  Performance standards are moving targets and it’s important to […]

Read More »

Your Portfolio and a Trump Election

It’s fair to say that most people didn’t expect the Trump election victory.  Speaking with a well-known lobbyist in Washington on Thursday, he believed that no one was more surprised than Trump himself. There will be changes to the court, Obama Care, infrastructure, immigration, and climate policy.  Some people will celebrate and some will mourn, […]

Read More »

Narrative #2

As the presidential election season falls upon us there are many barbs being thrown from both sides of the isle. These barbs tend to be spun in the form of narratives that can affect voting outcomes and influence individual’s investment decisions. Brian Wesbury from First Trust Portfolios recently pointed out three narratives that we should […]

Read More »

BrExit

Brexit: The recent vote by Britain to leave the European Union is both an economic and political earthquake.  It puts in question England’s economic relationships and the longer term future of the European Union. 

Read More »

Politics and the Markets

Unless you’ve been living on a remote island somewhere you are no doubt aware of the incendiary tone that has overtaken the 2016 presidential election. Many clients have asked if election outcomes influence portfolio returns. The general belief in the financial industry is that presidential election outcomes have very little to do with market direction. […]

Read More »

When a Safe is Safe

At the beginning of this year Japan embarked on extraordinary central bank policy of “Negative Interest Rates” A negative interest rate means the central bank, and perhaps private banks, will charge negative interest. Instead of receiving money on deposits, depositors must pay regularly to keep their money in the bank. This is intended to incentivize […]

Read More »

High Tech, High Touch, or Both?

The Gallup Organization released a poll revealing that only slightly more than half of Americans say they currently have money in the stock market, even including 401(k) and IRA holdings. What’s striking about the poll, is that it’s back to the lowest rate in the survey’s 19 year history. Recently our best indicators turned positive […]

Read More »

Living in Interesting Times

“The irony of the information age is that it has given new respectability to the uninformed opinion” – John Lawton We live in the information age with almost unlimited access to facts and opinions from around the world.  It’s a great time to be alive, but it increasingly difficult to separate the truth from the […]

Read More »
1 2 3

Check the background of this investment professional on FINRA's BrokerCheck

Advisory services offered through EWG Elevate, Inc. dba Eagle West Group.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.