Are You Well?

These are the steps to financial wellness. Like physical wellness, they are more of a journey than a destination. In both cases it is an ongoing process, and there will be ups and downs, forward progress and setbacks. When the setbacks happen, we must brush ourselves off and get back on course.

Read The Quarterly Reports

The Boy Who Cried Wolf

I was reminded of this fable last week as once again the pundits on Wall Street cry, “Recession!” or at least economic slowdown. As we have chronicled already, this incorrect call has been going on at least since the beginning of 2023. They will not admit that they are wrong, but will keep making the same call until it is finally right.

Read Iron Capital Insights

First Quarter 2024

Inflation is back in the news. The latest reading of the consumer price index (CPI) came in at 3.5 percent. Does this mean all is lost in the Fed’s fight and it is time to sell everything? Of course not.

Read Capital Market Reviews

The heart and soul of our firm is our passion for what we do and our unique perspective on the forces that affect the markets and shape our investment decisions for your portfolios. Learn more about the thought leaders behind our commentaries and operations.

Learn More