Format: Blogs

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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Family to Family: A Growing Investment Model – Part Three: Long-term Focus

This is the final part of a three part series, exploring how the family to family investment model is working in the greater Milwaukee community. A number of high profile investments in family-owned businesses last year were notable because the investors were other family groups. We talked with Milw[...]

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Strategic Patience

Last week, Vice President Mike Pence used the phrase “strategic patience” to describe the U.S.'s former foreign policy toward North Korea. These words may also reflect the way investors need to think about geopolitical events and their investments. Geopolitics While global politics are alw[...]

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Family to Family: A Growing Investment Model – Part Two: Sharing Values

This is the second part of a three part series, exploring how the family to family investment model is working in the greater Milwaukee community. A number of high profile investments in family-owned businesses last year were notable because the investors were other family groups. We talked to Milwa[...]

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