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

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  • 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

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Short Articles About Finance-Related Topics

  • Take the 529

    By Steve Weintraub

    Saturday Night Live once produced a popular skit called “The Californians” featuring Bill Hader, Fred Armisen, and Kate McKinnon. It poked fun at all things California, but

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  • 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.”

    By Joe Ferreira and Sam Marshall

     The “Father

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  • 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

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