In this month’s recap: domestic and foreign shares (and many commodities) advance, as two major investor anxieties ease for the moment. Monthly Economic Update Presented by Philip Lockwood, March 2019...

It is hard to think about 2018 without dwelling on the final 2 months of the year. So let’s cut to the chase. Instead of starting at the beginning of...

Waiting for the other shoe to drop By: Philip Lockwood “Whoever wishes to foresee the future must consult the past; for human events ever resemble those of preceding times.” –...

    We are in interesting times right now. We are 10 years removed from the largest bankruptcy in US history the $600,000,000,000 Lehman Brothers collapse. We are on the...

A milestone for the long-running bull market A milestone for the long-running bull marketThe month of August marked an interesting milestone for the long-running bull market. On August 22, 2018,...

Recession or Expansion – The Mighty Yield Curve Authored by: Philip Lockwood   I want to start out by saying that a majority of folks have a financial plan in...

I hope you all are having a fantastic summer. My family and I have had a fantastic time enjoying the weather in Iowa over the past week. There has been...

Protectionism: Breaking Down the Trump Tariffs Written By: Philip Lockwood   It is hard to turn on a television or radio today without hearing about the current tariff standoff with...

In this month’s recap: earnings and fundamentals encourage Wall Street, while tariff talk continues, inflation pressure mounts, and home sales decline. Monthly Economic Update Presented by Philip Lockwood, August 2018...

Happy halfway mark! It is crazy to think about but we are halfway through 2018. It has been an interesting year to say the least. As you are aware the...