Market Updates
Weekly Financial Insights Blog

What Am I Paying For?

The Wall Street Journal did an interesting job of providing two perspectives regarding how to invest, hire an advisor and pay fees last weekend.  There were two articles, one titled “You’re Paying Too Much in Fees” and the other “Just How Dumb Are Investors?”  In the first, they suggest [...]

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Working Together (?)

Not long ago a client suggested I read the novel, Rising Tide by John M. Barry. I have enjoyed it. The book discusses the events leading up to, and during the great Mississippi river flood of 1927 and how that flood changed America in so many ways. The flood left millions of acres under water fro[...]

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Economists are a Hopeful Bunch

It seems like economists at the Federal Reserve (which is just about everyone there) have been talking about the U.S. economy achieving break-out speed for years. And they have been. Let’s face it, while they are a quasi-government agency responsible for managing U.S. monetary policy (read the lev[...]

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80 Degrees in Milwaukee and Thawing

It was 80 degrees here yesterday for the first time in over six months. According to the Fed’s Beige Book, “economic activity increased in most regions” of the country since early March. Eight of the 12 Fed regions reported modest or moderate economic growth during the period from mid-Februa[...]

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The Stock Market is Like Ogres

As most of you who read my blog often enough know, I have a seven year old boy. That means I spend more time, than someone my age should, watching animated movies. Those of you with small children or grandchildren probably know that Rio 2 was released on Friday. Like any good parent I was there with[...]

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When Things Are Hard to Describe Coin Your Own Term

Last week, Christine LaGarde, the Director of the International Monetary Fund said that "there is an emerging risk of what I call now low-flation, particularly in the Euro Area." With this proclamation she is stating the obvious, as Central Bank are wont to do from time to time. Three main things [...]

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One Quarter in to 2014

Today the first quarter of 2014 draws to a close, it is officially spring and Opening Day baseball games are being played all over America. We might be able to say we are beyond one of the worst winters we’ve had in almost 40 years. However, we’ll continue to worry about the effects of the col[...]

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Does the Fed Take a Cue from Last Week’s Blog Post?

Last week, I wrote about the benefits of combining our qualitative judgment with the statistics that we use to assess the investment managers we use when constructing our clients' portfolios. When Janet Yellen, the new Federal Reserve Board Chair, gave her first press conference last week, she sugg[...]

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First in Math, Not so Fast

My seven year old son uses a program called "First in Math", on his iPad, to practice his math skills. He seems to enjoy the challenge of accumulating points and competing for the highest point score in his classroom. I would say it is more entertaining than the flash cards I recall from my early [...]

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Who Doesn’t Remember Their First Car?

I love cars. I have owned over 20 of them. My first car was a 1973 Fiat Spyder convertible. It was "British racing green", which of course is why I bought it. This was a very practical car for a college student living in Minnesota and traveling back home to Wisconsin during winter breaks. That [...]

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