Chairman’s Commentary

I very much admire the scholarship of John B. Taylor, Professor of Economics and department head at Stanford University. He is also a Senior Fellow at Stanford’s Hoover Institution. His most recent book publication is, First Principles: Five Keys to Restoring America’s Prosperity. It is a profound and provocative 256 pages of economic insight and […]

Post Election Commentary

To all of our clients, friends and partners, Holly Street Wealth Advisor’s responsibility is to lead our clients through the maze of uncertainty in the financial arena. We wanted to share with you our thoughts regarding the impact of the vote and our outlook going forward. HSWA Market Update 11_10_2016

Outlook August 2016

To all of our Holly Street Wealth clients and friends: We hope this quarterly update finds you well. Please find our Holly Street Wealth Advisors investment outlook dated July 27, 2016. Holly Street Wealth continues to build the firm to help serve our clients. Harlan Thompson, CFA has been added to our investment team as […]

May 2015 Outlook

Core Thesis: reasonable US economic progress but increased global volatility BACKDROP: Likely modest 2-3%+ economic expansion. Possible upside from slow European recovery.’ Oil prices helping to keep US inflation and interest rate in check. Interest rates could still rise 1% by the end of 2015 but we expect few rate surprises. Smaller, domestically-focused companies will […]

April 2015 Outlook

Core Thesis: reasonable US economic progress but increased global volatility BACKDROP: Likely modest 2-3%+ economic expansion despite European sluggishness but with oil prices helping to keep US inflation and interest rates low. Interest rates could still rise 1% by the end of 2015 but we expect few rate surprises. Smaller, domestically-focused companies will do better […]

March 2015 Outlook

Core Thesis: reasonable US economic progress but increased global volatility BACKDROP: Likely modest 2-3%+ economic expansion despite European slowdown but with oil prices helping to keep US inflaJon and interest rates low. Interest rates could sJll rise 1% by the end of 2015 but we expect few rate surprises. Russia, “weaker” Europe and Japan may […]

The HSW Outlook – February 2015

Core Thesis: reasonable US economic progress but increased global volatility BACKDROP: Likely modest 2-3%+ economic expansion with European slowdown and oil prices helping to keep US inflation and interest rates low. Interest rates could still rise 1% by the end of 2015 but we expect few rate surprises. Russia, “weaker” Europe and Japan may be […]

The HSW Outlook – January 2015

Core Thesis: reasonable economic progress but increased volatility BACKDROP: Likely modest 2-3%+ economic expansion with European slowdown and oil prices helping to keep US inflation and interest rates low.  Interest rates could still rise by 1% end of 2015; we expect few interest rate surprises.  Russia and Japan may continue to supply domestic market volatility. […]

The HSW Outlook- November 2014

Core Thesis: reasonable economic progress but increased volatility BACKDROP: Likelihood of continued but modest 2%+ economic expansion with European slowdown helping to keep US interest rates low.  Interest rates could still rise by 1% end of 2015; Russia and China-related news may continue to supply domestic market volatility.  STRATEGY: Remain substantially invested and diversified but […]

Living With Volatility, Again

Living with Volatility, Again Jim Parker Dimensional Fund Advisors Vice President Volatility is back. Just as many people were starting to think markets only ever move in one direction, the pendulum has swung the other way. Anxiety is a completely natural response to these events. Acting on those emotions, though, can end up doing us […]