


Robert Lloyd, CFA
- Nov 4, 2022
Inflation is going to be a lot more sticky this cycle
Even though we think inflation will fall as we progress through the current recession, there are powerful inflation pressures in place...



Christopher Lloyd, CFP
- May 12, 2022
Inflation Is Worse Than You Think
Everybody is worried about inflation. But there is a lot more behind the headlines on the latest inflation numbers. A lot of the talk...



Robert Lloyd, CFA
- Jul 1, 2021
Getting Nervous, Yet?
The S&P 500 is up 15%/yr for the last ten years and up 18.5%/yr over the last three. Is this normal? A recent survey indicates individual...


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....


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...

Robert Lloyd, CFA
- Oct 7, 2020
China, Taiwan and the Big Enchilada
China continues to make aggressive motions to provoke Taiwan and the United States in the Taiwan straits.


Robert Lloyd, CFA
- Sep 12, 2020
Central Banks, Digital Currencies and the Broad Money Supply
Central banks are considering digital currencies Many interesting reasons are given; most protect government interests Central banks...

Robert Lloyd, CFA
- Sep 11, 2020
Building That Long Term Plan
There is a balance between your desired spending lifestyle and how much money you have to invest.


Robert Lloyd, CFA
- Sep 11, 2020
Why Work With An Adviser?
Here are some factors every investor should consider when evaluating an adviser and his firm: