Insights
Our Resources
Ocean Path clients enjoy access to a wealth of our continuously updated insights and educational resources. While we operate a fully independent boutique firm, we are partnered with Mariner, a trusted, go-to voice in the wealth management industry. From articles to podcasts and videos, please see our latest insights below.
Why We’re Cautious Near Term and Constructive Longer Term. The Key Is Rates.
As we near year-end, we are cautious about S&P 500 returns in the near term. Our S&P 500 targets for year-end...
Stock Market or Market of Stocks?
Over my 40+ years of being involved in the business of professional investment practice, I have been blessed by being...
It’s A Mad, Mad World… So Mad That We Are Still Outrageously Neutral
“It would be so nice if something made sense for a change.”—Lewis Carroll, “Alice in Wonderland” August didn’t begin...
July Was Another Winner for the Markets…Time for a Breather?
“Things turn out best for the people who make the best of the way things turn out.” – John Wooden Despite Skepticism,...
Outstanding First Half. Do We See a Market Upswing or a Fade During the Rest of 2023?
“Extraordinary magic follows you aroundand the camera can’t catch it,you won’t see it in the mirrorbut I see it, I see...
Market Review: Time to Look on the Bright Side?
When you’re chewing on life’s gristle, don’t grumble, give a whistle and … always look on the bright side of life. —...
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