The Losey Carleton Group
Information is an important factor within the financial markets. But if not properly interpreted, it can be misleading or useless. We can help translate business activity and market trends into useful knowledge that you can act on. These reports reflect our most current perspective on the equity and fixed income markets.
Trend & cycle: The long view
Investing in fine wine may be an idea you’re exploring. Learn more about factors to consider in the current Investor’s Edge newsletter.
Are you prepared for the sunsetting tax laws? Read the full article on changing provisions to the 2017 Tax Cuts and Jobs Act in the new issue of Investor’s Edge.
Artificial Intelligence (AI) is no match for the human connection in wealth management. Read more in the current issue of Investor’s Edge.
Because your business may be your largest investment, financial guidance is recommended through all stages. Read the Investor’s Edge article on meeting the needs of family businesses.
While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.
If anything you have read here spurs a question or investment idea, please contact us anytime. We're happy to discuss any of these topics with you.
