Tag Archives: congress

Quarterly Update Summary

We’ve recently been cautiously optimistic about the economy which has performed quite well. There are presently a couple of developments on the monetary and fiscal fronts that cause us some concern. Few things affect the economy more than the availability … Continue reading

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2016 Year-end Summary

Last year the economy and the markets performed moderately well. The economy has now weathered two interest rate increases from the Federal Reserve. They see the economy growing moderately with low inflation and steady growth. Inflation is low and slowly … Continue reading

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Quarterly Outlook Summary

The past quarter (and year) has been fairly brutal to portfolio returns due to high volatility stemming from factors I’ll discuss below. Immediately following the end of September, the market staged a surprising rally that at present appears to have … Continue reading

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Quarterly Outlook Summary

The economy continues to grow. Unemployment is low and interest rates remain at zero. On the downside, labor force participation is the lowest since the 1970’s and continues to decline. Unemployment is declining because prospective employees have stopped looking for … Continue reading

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2014 Year-end Summary

As discussed recently, the economy has been slowly gathering momentum. It is still far from operating at full capacity. Despite the respectable unemployment numbers, over the last five years millions of workers have left the workforce and are now only … Continue reading

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What’s holding back the recovery?

By Adam HershApril 30, 2014 Nearly five years since the start of the business-cycle expansion, the U.S. economy is still struggling to gain traction. Compared to the prior three U.S. expansions, going back to 1982, the economy is recovering at … Continue reading

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