by Jeff Krumpelman, CFA® | Oct 6, 2025 | Insights
Mark Twain once said that September is a particularly difficult month to invest in stocks. Of course, he went on to comment jokingly that the other 11 difficult months included all other 30-day periods that comprise the calendar. Well, not true this September. The...
by Jeff Krumpelman, CFA® | Sep 8, 2025 | Insights
The current market set-up and drama surrounding the Federal Reserve (the Fed) is center stage right now and about as Shakespearean as it gets. In this unfolding monetary policy play, Fed Chairman Jerome Powell is seemingly cast in the role of Hamlet. Taking some...
by Jeff Krumpelman, CFA® | Jul 3, 2025 | Insights
No doubt about it, the market is exhibiting some mojo as we close out the first half of 2025. The S&P 500 had an outstanding June, with a total return of roughly 5% for the month. This was on the heels of a more than 6% total return in May, which made for one of...
by Jeff Krumpelman, CFA® | Jun 6, 2025 | Insights
“Knowledge speaks, but wisdom listens,” said legendary guitarist Jimi Hendrix—a fitting reminder as we reflect on the wild ride that has been the first half of 2025. It turns out we were quite serious when we discussed the likely virulent swings in policy rhetoric out...
by Jeff Krumpelman, CFA® | May 2, 2025 | Insights
As management theorist and author Peter Drucker said, “The greatest danger in times of turbulence is not the turbulence, it is to act with yesterday’s logic.” April saw a whirlwind of surprising news flow causing investors to suffer a commensurate roller coaster ride...
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