Market Updates

Moms and Risk Management

This weekend I wanted to upgrade my son's skateboard from the cheap big box store brand to the specialized skate shop variety. The new board is easier to ride because it is wider and rolls better (i.e., faster). After 30 minutes in the driveway and a lot of exclamations about how much better it was,[...]

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Epic

I hope you enjoyed the holiday. As we were leaving the fireworks show, someone described the finale as “epic.” Really? It was good, much like last year’s and the year before, but was it epic? Declaring your independence from another country, that’s epic. Ending a fireworks show with a big ba[...]

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Window Washing and the Fed

It seems unlikely that a visit from a local high school senior could have anything to do with the Fed's decision last week to raise the Federal Funds rate by a quarter of a percent. However, the two are inextricably linked as they wrestle with the same forces in their decision making. The factors th[...]

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Summer Vacation

As the temperature rises to near 90, hotter than usual here in southeastern Wisconsin, we know that summer is here. While the summer solstice is still eight days away, most count Memorial Day weekend as the official start of summer break. A lot of pundits will put out their list of books to read whi[...]

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Avocados and Central Banks

Have you noticed that you can’t find a BLT sandwich anywhere on a menu? It seems that everyone has added avocado so the only offerings are BALTs. It seems that avocados are everywhere. In salads, shakes, at breakfast lunch and dinner. In fact, consumption of avocados has gone from 3.5 pounds per c[...]

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Returning To Normal

According to Google, “normal” can either be defined as a city in the state of Illinois or a word that describes a condition as typical, average or usual. Today's political environment seems a little less usual. The Trump administration seems to be having a hard time staying on point with regard [...]

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Going to Prom

It's prom season. When I went to prom, it included a nervous invitation, dinner “in the city,” and then the dance along with a remonstration to be home by midnight (I am sure I am dating myself). Now, the internet is full of stories about the crazy things that people have done to ask a date to p[...]

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Beginning or End?

We are more than half way through corporate earnings season. Companies report their earnings on a quarterly basis and have been announcing good first quarter earnings growth and expressing optimism about their future expectations. The question is whether the growth rate will continue to accelerate o[...]

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Raison d’etre

Yesterday's French primary election left global investors feeling better about the future. The two lead vote getters, Marine Le Pen and Emmanuel Macron, will run-off against one another on May 7. Because they represented the “expected” outcome, markets are unwinding their reduction in risk. As a[...]

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2017 Second Quarter Market Webcast

The 2017 Second Quarter Outlook is presented by Senior Portfolio Manager, David G. Carroll, CFA, Chief Investment Officer, Brian K. Andrew, CFA, and Portfolio Manager and Director of Equity Strategy Group, Jason D. Herried, CFA. Dave begins the presentation by reviewing first quarter a[...]

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