Steve Tadlock

Active investors have long attempted to get an informational edge on markets by using artificial intelligence (AI) processes to retrieve and process data. For example, tools that gauge sentiment from social media or scrape text from company financial reports predate ChatGPT by many years. Material information gleaned from running AI processes is very likely a […]

Recession concerns have been a fixture in the news lately, prompting many investors to wonder about what factors go into a recession announcement and how an economic downturn would impact their portfolios. Recessions may understandably trigger worries over how markets might perform. However, investors should be aware that recession announcements are backward-looking, in contrast to

March 2023 was a significant month for banks in the US and globally. On March 10th, Silicon Valley Bank (SIVB) succumbed to a phenomenon called a “bank run” resulting in the largest failure of a US bank since the 2008 global financial crisis. Two days later, a second regional US bank, Signature Bank, was shut

Across the advisor community, we often hear individual investors coming to their advisors infatuated with generating investment returns through high dividend-paying stocks. While this strategy may have been praised by industry experts at one point in time and even today, the data and evidence over the past several decades have shown that there are significant

Investors reading their financial news publications of choice over the last year or so may have come across a headline titled something like “How Higher Interest Rates Will Affect the Stock Markets”. These articles typically go on to talk about how higher interest rates lead to higher borrowing costs for companies, which lead to lower

As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the year before and well over double the level from a decade ago.1 This trend may be worrisome for investors expecting an adverse impact on stock returns once the bill for

Equity markets have seen a much-welcomed reprieve recently with broad US, International, and Emerging Market indices up 11.6%, 15.3% and 6.9% QTD through 11/11/20221. However, looming recession headlines continue to spark angst with investors, who may be wondering what the impact might be if one does occur. The National Bureau of Economic Research (“NBER”) defines

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of a client or prospect reaching their destination increase greatly if they are prepared, flexible, patient, and well-advised. Working with a financial professional who understands a client’s goals can

Non-US market returns the first three quarters of 2022 were like the famous Marilyn Monroe/Albert Einstein optical illusion—what you see depends on where you’re standing. US investors, observing returns denominated in USD, have seen relatively poor returns for international markets and possibly view this as yet another strike against global diversification. But, expressed in local currency,

Midterm elections in the US are once again on the horizon. Every two years the full US House of Representatives and one-third of the Senate are up for re-election. There will surely be plenty of forecasts in the coming months about how a particular party’s control of congress will impact government policies and in turn