Bill’s Blog

I regularly look at the state of the market and trends we think our clients should be aware of, like peer-to-peer payments or how the government measures inflation. You can read up on these insights in my Market Commentaries.
Optimism Abounds!

Optimism Abounds!

Enthusiasm for everything related to artificial intelligence (AI) drove a global stock market rally last month.

read more
The Fed: An Economic Counterweight

The Fed: An Economic Counterweight

The Markets If you’ve ever waited in traffic while the center section of a bridge lifts to allow ships and sailboats to pass underneath, you may have noticed...

read more
The Markets & Homeownership

The Markets & Homeownership

The Markets & Homeownership The Markets Higher bond yields may be good for income investors for the first time in many years. After more than a decade of...

read more
The Markets and Mushrooms!

The Markets and Mushrooms!

The Markets ReboundTo the great relief of the Federal Reserve, the American economy has been experiencing a slowdown in the rate of inflation. For example, we...

read more
The Growing Popularity of AI

The Growing Popularity of AI

Artificial IntelligenceArtificial Intelligence is traveling on a fast train. Investors are enthusiastic about AI. Late last year, an AI research lab...

read more
Earnings Season

Earnings Season

The Markets - It's Better Than ExpectedIt’s earnings season – the time when publicly traded companies report on how profitable they were during the first...

read more
Golf vs. Investing

Golf vs. Investing

The MarketsSpring has arrived and Jon Rahm just became the fourth golfer from Spain to win the green jacket at The Masters! So let’s talk golf for a moment....

read more
Sibling Discord: Stocks and Bonds

Sibling Discord: Stocks and Bonds

The MarketsStocks and bonds are two of the better-known asset classes in the family of potential investments. Recently, they were in opposition. Bond interest...

read more
Brace for a Bumpy Ride

Brace for a Bumpy Ride

The MarketsThere was some unwelcome information in recent economic data that caused markets to reassess expectations: Inflation didn’t fall as fast as...

read more
The Cycle of Inflation

The Cycle of Inflation

The MarketsThe vicious cycle of inflation continues. We recently learned that pay increases at central banks in many parts of the world won’t keep pace with...

read more
The Year’s End

The Year’s End

WHAT WILL THE YEAR-END BRING? Throughout 2022, the United States Federal Reserve has been trying to slow inflation by putting the brakes on the U.S. economy....

read more
Riding Out The Storm

Riding Out The Storm

It continues to be a challenging time with the downturn of the market and with inflation of the economy, causing interest rate hikes. History proves that...

read more
The Markets

The Markets

Here are some quick snippets of the latest financial news … Despite signs that inflation is slowing, Fed officials emphasized their commitment to a tightening...

read more
Wait and Watch Mode

Wait and Watch Mode

The Markets Here are some quick snippets of the latest financial news … Despite signs that inflation is slowing, Fed officials emphasized their commitment to...

read more
An Undecided Market

An Undecided Market

“Don’t fight the Fed.” -Marty Zweig, famed investor and market forecaster, 1970. The “Fed” is the Federal Reserve Bank of the United States. Among other...

read more

Want more content like this?

Sign up to receive our Market Commentaries and our Pet Club and Finer Things posts.

What emails would you like to receive?

Success is walking the journey together.