Kevin Gordon

4 days ago | advisorperspectives.com | Liz Ann Sonders |Kevin Gordon

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions.

6 days ago | schwab.com | Liz Ann Sonders |Kevin Gordon

"Complation"…Is there too much complacency regarding inflation? The latest batch of official inflation readings have been fairly benign, begging a question about whether the tariff impact is more bark than bite. As shown below, neither headline nor core (ex-food/energy) consumer price index (CPI) readings were signal flags in May.

2 weeks ago | advisorperspectives.com | Liz Ann Sonders |Kevin Gordon

With lower overhead and more room to grow on a percentage basis than their more-established peers, small-cap companies have long been prized for their potentially disproportionate upside.

2 months ago | advisorperspectives.com | Liz Ann Sonders |Kevin Gordon

In mid-March, we penned a report on rising recession risk—which as a reminder, was prior to the "Liberation Day" announcement, and subsequent delays on the implementation of tariffs. Reading it again is a good primer for this report. It has become no easier to gauge the trajectory of the economy since then; especially since a recession would be a "policy choice" of sorts. Barring more of a permanent backpedal, recession odds appear to us to be better than even.

2 months ago | schwab.com | Liz Ann Sonders |Kevin Gordon

In mid-March, we penned a report on rising recession risk—which as a reminder, was prior to the "Liberation Day" announcement, and subsequent delays on the implementation of tariffs. Reading it again is a good primer for this report. It has become no easier to gauge the trajectory of the economy since then; especially since a recession would be a "policy choice" of sorts. Barring more of a permanent backpedal, recession odds appear to us to be better than even.