The COVID Effect on Supply and Demand
Much has been written about the COVID experience from a medical health standpoint. Let’s talk about the impact on the economy. COVID was first recorded in Wuhan, China. Wuhan is a factory floor for...
Quarterly Market Commentary – 2022 Q4
2022 Q4 Commentary: The Future is Always Uncertain 2022 was a year of non-linear recovery which incorporated significant political, financial, investment and human turmoil. Many of us are glad that...
ESG Factors Can Be Incorporated when Selecting Plan Investments
Please access our summary of the Labor Department’s long awaited final rule on Financial Factors in Selecting Plan Investments here. We find the approach in the investment selection process for...
Quarterly Market Commentary - 2022 Q3
Road to a Sustained, Above Trend Inflation The initial reaction to Covid-19 was to take every precaution to stop its spread. This resulted in the shutdown of Wuhan, where the virus was first...
Quarterly Market Commentary - 2022 Q2
The financial markets have not stabilized since last quarter. Upside surprise for inflation, continuation of Russia invasion of Ukraine, slow recovery of the supply chain, and global central bank...
Quarterly Market Commentary - 2022 Q1
On March 11, 2020, the World Health Organization, officially declared a global pandemic. Two years hence, we are moving from a pandemic to an endemic. Endemic means that the infection has reached a...
Quarterly Market Commentary – 2021 Q4
Last quarter, we anticipated the birth of a new variant that requires yet to be developed vaccines to protect against. Unfortunately, the new mutated variant, Omicron, has proven to be...
DOL Propose Rule on Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights
INTRODUCTION On October 14, 2021, the Department of Labor (DOL) issued proposed rule, Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights , which replaces the current...
Quarterly Market Commentary - 2021 Q3
The COVID-19 Delta variant has slowed the economic recovery, but we are glad to see the rates of infection, hospitalization and death have waned. Unless there is another wave or a new unknown strain...
Investing in Current and New Energy
Energy transition to “new energy” is an expansive topic that is decades in the making and will be decades more before we really can transition. So far, the problem has been the idea that there...