Fed Holds Steady: No News Is Good News

Published on February 5, 2025

After this week’s FOMC decision to hold the fed funds rate unchanged, markets and analysts concluded that Federal Reserve members had changed their views on inflation.

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Lessons From My Investing Career

February 5, 2025
With age comes some insights and as we head into 2025, now is as good a time as any to look back on some of the lessons from my investing career that have served me well.

Stocks Rally in Early ’25, New Winners Emerge

February 5, 2025
Stocks rallied in early 2025 as market leadership shifted, with Large Cap Value outperforming growth stocks, while a major AI development from China triggered a sell-off in U.S. technology stocks, raising concerns about the future of AI leadership and high-end chip demand. For investors the implications are more significant for fixed income portfolios, while equities should continue to do well as