Commentary and Insights

Market Overviews Published Quarterly

  • She’s Free - April 2021

    “She’s free”

    –NPR; March 29, 2021 

    With one quarter down, the story for 2021 seems clear and on script.   The economy appears to be roaring;   GDP growth projections have expanded to 5.5% for the year. (1)   As discussed in our report last quarter, this would be

    Read More
  • When Elephants Fly – January 2021

    “Well I seen a horse fly I seen a dragon fly
    I seen a house fly
    But I’ve been, done, seen about everything 
    When I see a elephant fly”
    —Dumbo; Disney Studios; 1941

    As of today, Covid-19 has infected 87 million individuals. (1) The U.S., with 4.2% of the

    Read More
  • 1

Short Articles About Finance-Related Topics

  • Employee Stock Purchase Plan (ESPP)

    “Right action is better than knowledge; but in order to do what is right we have to know what is right.”
    —Charlemagne

    By Joe Ferreira and Sam Marshall

     The “Father

    Read More
  • Money Physics

    By Steve Weintraub

    It has been 334 years since Sir Isaac Newton published his masterw ork 1 addressing the concepts of energy and force. His theories would lay the foundation

    Read More
  • Life Insurance: Outsourcing of Risk

    By Steve Weintraub

    If there was ever a poster child for self-insuring, it would be Warren Buffett. He is worth roughly $82 billion, has no dependent relatives, has total liquidity

    Read More
  • 1

All Archives