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A Roller Coaster Start to 2025 — Time to Regroup for the Second Half

A Roller Coaster Start to 2025 — Time to Regroup for the Second Half

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...
Avoid Whiplash! Sharp Rally Highlights Importance of Balanced Positioning

Avoid Whiplash! Sharp Rally Highlights Importance of Balanced Positioning

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...
Respect Rising Risk and Volatility, but Hold Your Ground

Respect Rising Risk and Volatility, but Hold Your Ground

by Jeff Krumpelman, CFA | Apr 7, 2025 | Insights

Stock price behavior felt a little crazy in March, sort of like the madness of a recent college basketball tournament, as the S&P 500 index declined in price by roughly 5.8% for the month and the tech laden Nasdaq composite index price was off roughly 8.2%.1 It...
Clear Air Turbulence or an Ugly Lasting Storm? Hold your Ground!

Clear Air Turbulence or an Ugly Lasting Storm? Hold your Ground!

by Jeff Krumpelman, CFA | Mar 6, 2025 | Insights

2025 has simply been boring and status quo, right? There’s not much going on in the world or in the headlines. Not! We want to make sure you are awake as you start to read this. As we anticipated, the amount of news flowing out of Washington on the policy front this...
Santa Hit Some Air Turbulence at Year-End. Time for a Rest? Buckle Up!

Santa Hit Some Air Turbulence at Year-End. Time for a Rest? Buckle Up!

by Jeff Krumpelman, CFA | Jan 3, 2025 | Insights

“The greatest danger in times of turbulence is not the turbulence; it is to act with yesterday’s logic.” — World-renowned management consultant and author Peter Drucker From an investment return standpoint, 2024 was virtually a replay of 2023. Specifically, the...
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Recent Posts

  • A Roller Coaster Start to 2025 — Time to Regroup for the Second Half
  • Avoid Whiplash! Sharp Rally Highlights Importance of Balanced Positioning
  • Respect Rising Risk and Volatility, but Hold Your Ground
  • Clear Air Turbulence or an Ugly Lasting Storm? Hold your Ground!
  • Economic Outlook: Initial Take on Trump’s Four Buckets

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