Menu

Our Insights

May 2022 – 3 in 3

This month, Jason Weaver discusses flattening GDP components, recession and dividend growers.
+

April 2022 – 3 in 3

This month, Jason Weaver discusses flattening yield curve, dividends and earnings.
+

March 2022 – 3 in 3

This month Jason Weaver discusses Core CPI, the Russia and Ukraine Conflict/Commodities and Quality.
+

February 2022 – 3 in 3

This month, Jason Weaver discusses rate hike cycles, bonds in rising rates and stocks in rising rates.
+

January 2022 – 3 in 3

This month, Jason Weaver discusses the barbell stock strategy, active vs passive bonds, and the Federal Reserve brake pedal. Bringing 2 different stock strategies together within a portfolio Value, Benefit from reopening dynamic, More money today or high dividend payouts in high inflation environment
+

December 2021 – 3 in 3

This month, Jason Weaver discusses the Federal Taper versus raising rates, thematic investing and deflationary forces. In the December 2021, meeting, the Fed. said it would accelerate the pace of its tapering of bond purchases and eyed three rate hikes in 2022. Taper: gradual trimming of the Fed’s purchases of Treasuries and government-guaranteed mortgage-backed securities to wean the economy off extra stimulus.
+

November 2021 – 3 in 3

Index-style (passive) investing has become more popular in the past couple decades. Passive investing is an investment strategy to maximize returns by minimizing buying and selling. Index investing in one common passive investing strategy whereby investors purchase a representative benchmark, such as the S&P 500 index, and hold it over a long time horizon.
+

October 2021 – 3 in 3

This month Jason Weaver discusses the supply chain, savings rate and working age population.
+

September 2021 – 3 in 3

This month Jason Weaver discusses housing and rent prices, how taxes affect the market, and potential policy changes.
+

August 2021 – 3 in 3

This month Jason Weaver discusses peak growth, vaccinations, reopening and international investing.
+