Michael R. Ward

Chief Investment Officer Brent Schutte discusses signs of more balanced economic growth and why inflation is still a concern.

Economy Shows Signs of Broadening, but Inflation Pressures Remain a Concern Last week brought more signs the economy is regaining some balance. But will inflation be a headwind?

Happy national pizza day. Reach out and we can talk about all things dough related. Both pizza and money. Probably mostly money.

If your love language is someone delicately pointing out your financial blind spots and how to overcome them, then we should talk.

Chief Investment Officer Brent Schutte discusses the risk of portfolio concentration in an economy filled with surprises.

Unexpected News Serves as a Reminder of the Value of Diversification How your portfolio fared when the DeepSeek news broke last week may say a lot about how you view the value of diversification.

Chief Investment Officer Brent Schutte discusses what the latest data suggests about the breadth of economic growth and what it may mean for inflation and the Fed.

Markets Rise as Investors Bet on Business-Friendly Policies Stocks rose on expectations of business-friendly policies as data offered a glimmer of hope for a more balanced economy.

Chief Investment Officer Brent Schutte discusses why speculation on the pace of rate cuts by the Fed is likely to continue to play an outsized role in market performance in the months ahead.

Stocks Rise as Market Catches Its Breadth What should be made of the market’s reaction to better-than-expected inflation data?

This is a concept I can get behind. If you’re looking to talk through all the small steps to feeling better about your finances, I’m only a DM away.

Chief Investment Officer Brent Schutte discusses how a distorted economy has led to narrow strength in the markets and why investors shouldn’t underestimate the importance of diversification.

Why an Unbalanced Economy Is Leading to Unbalanced Market Returns Distortions in the economy are driving unbalanced returns in the market. But can it continue?

Strong performance for the S&P 500 in 2024 tells only part of the story. Here’s a timely analysis from our chief investment officer about what issues need to be resolved in the year ahead and what it means for investors.

Do the Markets Have a Concentration Problem?  Strong performance for the S&P 500 in 2024 tells only part of the story. Here’s a timely analysis from our chief investment officer about what issues need to be resolved in the year ahead and what it means for investors.