Portfolio Strategies

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Climbing a Wall of Worry!
Thursday, August 1, 2019


Since the recession of 2007- 2009 we have seen a constant stream of gloom and doom. Many argue that bull markets die of old age, but I have never known that to be the case. Had investors listened and traded out of the equity market they would have missed tremendous opportunities for growth. As always, we recommend selecting a long-term strategy that you are personally comfortable with and sticking with it through the inevitable ups and downs in the market.

Lions and Tigers and Bears Oh My!
Tuesday, April 9, 2019


We recognize the risks and yet remain cautiously optimistic as we head into earnings season. We expect earnings to be a bit of a mixed bag which will concern many market participants more than it will concern us as we focus on longer-term developments.

Advocacy Investing-Macroeconomic Update February 2019
Wednesday, February 20, 2019

We hope all of you up here in the North are keeping warm and safe during the polar vortexes, snow, and ice. For those of you further south, we are envious! Below you will find an in-depth economic analysis but many of you have indicated that a quick summary would be preferable for your needs. If you are one of those people please let us know and the following summary is for.

If you haven't taken a few moments to consider your financial plans for the future please give us a call, we would love to speak with you further about how we can help discover and accomplish your goals. Call us at (312) 372-5000 and ask to speak with John, Ryan or Brad.

As Good as It Gets
Wednesday, December 19, 2018
No changes in the second estimate of third quarter GDP growth Data releases show a relatively strong start for fourth quarter GDP, but growth seems to have peaked Oil market rout has led to a crash in oil prices November payrolls come in below market expectations; labor earnings gains cool down A more dovish Fed has cast doubts about the pace of monetary...
A Powell Put?
Tuesday, November 20, 2018
The economy expanded at 3.5% (annualized) in the third quarter of 2018 Economic data releases solid, but reflect some softening of growth The housing market continues to disappoint, with falling sales and softer prices Oil prices are off their early October peak as the supply-demand balance shifts Labor markets continue to tighten, with 250,000 new jobs...
Robust Data, Stronger Headwinds
Wednesday, October 17, 2018
Data releases underscore a robust economy With the prospect of U.S. sanctions on Iranian oil exports looming , oil prices surge The Fed raised the benchmark rate by 0.25%, as expected, with a fourth rate increase expected in December and indicated that it is staying the course The global economy presents a mixed picture, with growth being hit by a Chinese...
Distant Thunder
Monday, September 17, 2018
Second quarter economic growth revised slightly upward to 4.2% (annualized) Data releases underscore continued economic strength Trade deficit widens sharply in July Oil markets tighten in anticipation of U.S. sanctions on Iranian oil exports Robust employment growth in August, with 201,000 new positions Inflation picks up Fed Chair Powell compares monetary...
Keynesian Republicans
Monday, August 20, 2018
Economic growth accelerated to 4.1% (annualized) in the second quarter Consumer confidence and households’ spending remains strong The economy added 157,000 jobs in July, with unemployment down to 3.9% Bearish sentiment drives oil markets, but supply constraints loom Inflation is steadying at 2%, and the Fed remains on its tightening track 10-year...
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Announcing Marc J. Lane's 35th Book:

The Mission-Driven Venture: Business Solutions to the World's Most Vexing Social Problems

More About The Book