The Rebound – Now What?

Improving First Quarter GDP Outlook The 2019 first quarter started out with dark clouds and ended with some sun breaking through the clouds. In early March, the Atlanta Fed’s GDP Now forecasted less than 0.5% growth for first quarter GDP growth. Only four weeks later, their first quarter forecast jumped to 2.3%. Many economists showed …

What now? The Outlook.

First quarter economic outlook—reflects the fallout from the last quarter The first quarter’s economic performance will reflect many of the forces created at the end of 2018. These forces included: the sharp equity market decline near year end which tightened financial conditions resulting in the Fed moving to a more dovish monetary policy, the uncertain outcome …

Politics and Taxes – Some Interesting Charts and Graphs on the Subject

The presidential election campaign opened This year’s State of the Union speech opened what will likely prove to be an overly long 2020 presidential campaign. Investors will need to focus on democratic challengers and their platforms. As the candidates’ views become more familiar, investors will make judgments on how their proposals may affect the economy …

Political Decisions

The Political Decisions of Just Two Men Will Play a Key Role in the Economic and Investment Outlook The American and Chinese negotiators met in Washington this week. This commentary outlines some of the issues that will confront the negotiators. Not surprisingly, however, the ultimate outcome of this dispute lies, not with the negotiators, but …

Exclusive Event for NJ Business Owners!

A multi-professional panel will provide insight and answers to the following questions: What can you do to grow your profits today? How are you protecting your business and yourself? How are you planning to exit your business? Or are you looking to pass your business to the next generation?   Date: March 5, 2019, 5:30 …

Left Vs. Right Populists

Populism Helped Create Conditions for the Partial Government Shutdown Adding to Economic Concerns In 2016, we saw the populist vote on the right help to elect a Republican president. Two years later, the populist vote, this time on the left, shifted the house from Republican to Democratic control. These two elections created the heated mix …

Fed Data Dependent Policy

Fed Data Dependent Policy – Data May Not Be Dependable – Puts FOMC and Investors on the Same Plane Creating Potentially More Volatility – Current Markets Create Investment Opportunities   Simultaneously increasing fed fund rates while quantitative tightening—no history and greater complexity The recent December FOMC meeting also reminded investors of the complexity that results …

Jim Hiles – Why I’m Passionate About Wealth Management

What makes you passionate about wealth management? Jim Hiles: To me it is a never ending challenge that requires thinking and action. Seeing a successful outcome is great and to be part of that is what I look forward to every time. Wealth management is more than what most people think about, such as investing …