Overnight, Russia officially attacked Ukraine, and global markets are responding negatively. All of this comes on the heels of what has already been a challenging start to the new year, especially for US stocks. International stocks had fared better year-to-date, which was largely the result of a more hawkish US Federal Reserve relative to other… Read More
Phil and I have the great privilege of announcing the expansion of the ownership group here at Brand Asset Management Group, Inc. Effective February 1st, both Ryan Green and Tim Egart officially became partners of the firm. I suspect that if you know them at all, this comes as no surprise. They have both… Read More
To be clear, the title of this article isn’t a prediction that a bear market is imminent. In fact, there are a lot of reasons to think it may be a while before the next full blown bear market which would be marked by a 20% or greater decline. The US economy is still growing… Read More
The year 2021 was one of persistent optimism. It began with the hope the pandemic would wane and the world would look more normal by the end of the year. Although we’ve continued to make good progress toward that goal, COVID remains stubbornly persistent and fiendishly adaptable. The US stock market was fairly resolute in… Read More
“No amount of sophistication is going to allay the fact that all of your knowledge is about the past and all your decisions are about the future.” Ian E. Wilson (former Chairman of GE) “Investing is the act of positioning capital so as to profit from future developments.” Howard Marks (Economist at Oaktree) … Read More