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Mid-Year Market Update: Positioning for the Next Rally

What a remarkable turnaround it has been! Just a year ago, the stock market was gripped by concerns of high inflation, rising interest rates, lower…

Masthead: In The Forecast

Economics and Housing Sales

Economic conditions and job growth are key factors that can impact housing prices, along with interest rates, housing supply, and government policies related to housing…

Masthead: In The Forecast

Market Update for April 2023

The stock market had a strong performance in the first quarter of 2023 despite an increasingly shaky economic backdrop. We saw high rates of inflation…

Market Update Jan 2023

Market Update Jan 2023

This is a time to reflect on the difficult year that has passed and focus on the challenges and opportunities ahead. Strategy Asset Manager’s active…

Perosn on ladder choosing lumber in a lumber yard

Mid-Year Commentary

We hope that you are enjoying the Summer with your family and friends. It is hot and dry out here in Southern California, and life…

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November Commentary – Reasons To Be Thankful

2020 has been quite a year: COVID-19, government-imposed lockdowns, elections, dramatically lower interest rates, record highs for equities, and we still have a month to…