Articles by Brian Kozel

The current pace of change has disoriented investors and put downward pressure on prices and this volatility may not subside in the short-term.

Inflationary pressures on consumers are likely to persist in the near term. As we look past moments of heightened market volatility, remaining invested and diversified has provided the most resilient outcomes for our clients.

Even though risks feel elevated in current headlines, the reality is that there are always risks, and opportunities, for financial markets. We focus on taking the appropriate amount of risk based on your situation, not based on market unknowns.

Meta is one of the largest companies globally and the decline had a direct impact on major stock market indices. This changing landscape for Meta has broader lessons about the lifecycle of investments in innovative companies.

The market is faltering, and the near-term could be bumpy. Over the long-term, we retain our conviction that a balanced allocation to both stocks and bonds remains the surest path to sustainable growth.

Visited by three spirits representing the arc of his past, present, and future, Scrooge was given the gift of perspective. It is a tale that holds valuable lessons for investors.

While the emergence of the Omicron variant is troubling as a public health issue, it is familiar territory for the economy. As we face new variants and risks, we believe a long-term strategy will continue to serve our clients well.

Each quarter during "earnings season" analysts and investors reconcile past speculation about price and profitability against companies' actual earnings.

We often take for granted how products arrive at our doorsteps or on store shelves. The pandemic has caused a snarled supply chain, and the resulting scarcity is driving up product prices.

Transitory disruptions to the global supply chain persist and the impact on long-term valuations grow as investors question how companies will recover and protect their profits against future disruptions.

History offers many examples of war and tragedy that can be used to analyze how markets make sense of the potential financial impacts during a crisis.

The prevailing story in the markets over the past year has been economic recovery, pandemic progress, and Fed support. The story has supported price growth but hinges on a “just right” middle path to keep those three pillars in balance.

The Olympics reliably provide great drama. Whether it’s enough to justify the cognitive dissonance of hammering forward with the Games amid a health crisis is another question

Investors face the question of whether high equity prices are a sign of speculative excess or a reasonable conclusion based on pandemic-altered demand and a recovering economy.

In a showing of bipartisan support, the US Senate voted for the Innovation and Competition Act. It provides widespread support for research and development in technology and science, representing a long-term view that will hopefully drive needed patterns of change.

The national employment headline numbers don’t tell the full story of a fraught employment landscape, with ‘help wanted’ signs outpacing job applications in recent weeks.