2016 Presidential Election: Predicting Markets, Election Results

October 25, 2016 · Brian Lipton

Many clients are concerned about how the upcoming election results might impact their portfolios. Markets, over the long-term, are mostly moved by fundamentals, economic outlook, and, for the time being... Read More →

Déjà Vu Again

January 18, 2016 · Brad Foster

As 2016 gets underway, January ushered in what is becoming the traditional market decline of the New Year. The S&P 500 was down at least 3% in the prior two years, and, not unlike the preceding years,... Read More →

Don't Be Distracted by Greece and China

July 13, 2015 · Brad Foster

Part of the art of managing investments is deciding how (if at all) to adjust portfolios in response to specific short-term developments without compromising long-term fundamental principles of prudent... Read More →

College Costs are Going Down - and Other Education Trends Worth Noticing

June 26, 2015 · Will W. Carter

One of the most emotionally and financially discomforting issues faced by parents of young children is how to pay for college education. For deep-rooted biological reasons, we are, as a species... Read More →

Mexico: Case Study of Emerging Markets

May 10, 2015 · Will W. Carter

One of the reasons to believe that stock markets will continue to rise even as the U.S., Europe, and Japan appear to be suffering from chronic slow growth, is that economies of “emerging markets&rdquo... Read More →

After China - the New Sources of Global Economic Growth

April 04, 2015 · Will W. Carter

China has contributed enormously to global economic growth that has driven rising stock market values for the past decade. But as China enters a more moderate and sustainable phase of growth, where will... Read More →

The Enduring Geopolitical Advantages of the United States

April 04, 2015 · Will W. Carter

Faced with years of political gridlock in Washington following the financial meltdown in 2008 and the dot-com bubble at the beginning of the century, it is easy to lose confidence in the ability of the United... Read More →

Fast Food Nations

February 12, 2015 · Will W. Carter

This article about obesity and diabetes in China illuminates one factor driving stock market growth over the next decade or two – namely, that increasing household consumption in developing nations, much... Read More →

Global Mega-Trends Workshop a Success

May 20, 2011 · Will W. Carter

Recently, we hosted two workshops for West Virginia Business Owners, Professionals, and Executives. The first was held in Charleston WV, with co-sponsor Bray Cary of WV Media serving as moderator. The... Read More →

The Recession is Over. Now What?

October 13, 2010 · MCWS

In September the National Bureau of Economic Research announced that the longest and deepest recession since the 1930s officially ended in the United States in June 2009. Still, our cautious view of the... Read More →

Making Sense of Recent Economic News and Market Indicators

August 27, 2010 · MCWS

The stock market continued to trend lower this week, but trading volume was light and the general sense among investors was pessimism. The economic news was mixed (weak durable goods orders and new home sales... Read More →