Robert Lloyd, CFA
- Feb 9, 2021
Is The Stock Market In A Bubble?
There are many signs that the current stock market is in a bubble, but calling the top is extremely difficult because of the heavy...
Christopher Lloyd, CFP
- Jan 18, 2021
Roth Conversion Strategies: 3 Things to Know
With the 2020 elections wrapping up, investors are now faced with the financial planning implications of an entirely blue federal...
Robert Lloyd, CFA
- Jan 5, 2021
Hello Titanic; Meet Iceberg
The current market narrative is dominated by three distinct positive themes: 1. Federal Reserve (“Fed”) Stimulus of $120 billion/month 2....
Robert Lloyd, CFA
- Nov 15, 2020
Narratives Driving The Market In 2021
Narratives are important drivers of overall market performance Multiple narratives can be at work simultaneously Key narratives for 2021:...
Christopher Lloyd, CFP
- Oct 28, 2020
Presidency + Senate + House = Policy
The policy outcomes of the election are more nuanced than just Biden V. Trump There are several permutations of dominance that will drive...