Capitulation One of my favorite things about Warcap is the interactions we have with our vast array of astute clients. After 20 years in...

Tariffs We’re receiving inquiries from clients regarding tariffs and the effects on investments and I want to address the entire concept....

Valuation Matters   Equity markets have been choppy for the past several weeks and momentum stocks lead the decline. This comes as no...

The new year is off to a hectic start and news flow about tariffs, border control, DOGE and international policy is nearly constant....

It took one software release from a dark horse artificial intelligence firm in China named DeepSeek to remind Nasdaq investors yesterday...

We are already two weeks into the new year and the markets are in full swing. The White House transition is critical, and the indications...

Rate Normalization Yesterday, the Fed lowered the federal funds rate — the interest rate banks charge each other for short-term loans —...

With just 20 days left in the year, the financial to-do list window is quickly closing. Clients are busy with their own work, families,...

News Flow It’s hard to believe that tomorrow is Thanksgiving, but even though the holidays have arrived the news flow is constant....

Policy No matter your party affiliation, it's clear what the markets wanted from the presidential election: decisiveness. The Dow rallied...

Lower Rates Last month Fed officials lowered interest rates by 0.5%, a substantial reduction from their two-decade high. The committee’s...

Global equity markets are in sell-off mode and the futures point to a severe rout.

People often stop and ask me about investments and where I think the market is going this year. After 25 years in the business, I’ve..

Economic Cracks Quarterly earnings reports are in, and the results are mixed. What’s apparent from the reports of retailers is that...

The Deficit Effect The investment topic du jour these days amongst our clients and cohorts is the direction of interest rates and my golf...

Flattening the Curve There are many macro metrics to analyze in money management, but the yield curve is one of the more prominent....

As a financial planning firm, we have the privilege of advising clients on every aspect of their financial life. One of the things we...

Jawboning The job of the Federal Reserve Chairman is not an easy one and as Chairman Powell demonstrated at yesterday’s news conference,...

With the start of a new year, it's important to reflect on the financial goals you want to achieve in 2024. Setting financial goals is...

The New Year Happy New Year to all the Warcap family and friends!! 2023 is in the books and the markets surprised many. Numerous...