Retirement Savings Reform

On Tuesday, May 14th, 2019, the Retirement Security and Savings Act was introduced in the Senate Finance Committee meeting. This proposal, led by U.S. Senators Rob Portman (R-OH) and Ben Cardin (D-MD), is set to improve the current retirement savings system by...

Uncertainty is Opportunity: Trade Concerns in May

This past week in the equity markets saw U.S. stocks waver in the face of new tension between the U.S. and China, as both countries locked into a standoff over unresolved trade disputes. Investor anxiety over the tensions led to indexes retreating, a change of pace...

Growth & Optimism: A Strong Start to 2019

The U.S. stock market experienced a beginning to 2019 that has all but erased memories of an adverse 2018 stock market and sparked crucial conversations as to the future of the economy. For most investors, there is a reason to celebrate, as the major stock indexes...

What “Game of Thrones” Teaches About Picking Stocks

  17.4 million viewers tuned in this month for the final season premiere of HBO’s “Game of Thrones” and I’d hazard a guess that most of them didn’t watch for the dragons or the excellent costume design. Most are watching Thrones to see which characters will survive...

Narwhal Capital Releases Q1 2019 Macro Review and Outlook

On April 25, 2019, Narwhal Capital released its Q1 2019 Review for public consumption. The commentary contained therein is the firm’s opinion at the time of publication and not intended to be investment advice. The commentary is dividend into 3 parts. In part 1,...

Good and (Mostly) Bad News about Social Security

Per the Wall Street Journal (subscription required) and a report from the trustees of Social Security and Medicare, expenses related to Social Security are projected to increase beyond its income level in the year 2020. What’s that mean? Well, in short: it...