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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Thursday, February 24, 2022

Russia launched a series of coordinated attacks on Ukraine, causing increased volatility in global markets and raising investor concern.

Wednesday, July 21, 2021

There's a lot going on in the world right now. I thought this update was going to be about the $3.5 trillion budget deal or what to do with any child tax credits that may be heading your way. But then global markets jolted on fears of...

Wednesday, May 5, 2021

So I've got two things to discuss today: the economy (getting better) and taxes (going up?). Let’s dive in. The light at the end of the tunnel is getting closer and brighter. The economy is booming and we’re getting much...

Tuesday, April 20, 2021

The ancient Greeks had a word, ἀρετή (English: aretē). Directly translated, it means "virtue". Nowadays, (freely translated) it means to reach your greatest purpose or to achieve your full potential as a person. I find...

Wednesday, April 7, 2021

So the big question is: Does more spending mean higher taxes? It seems likely with a $2 trillion American Jobs Plan (that could eventually cost trillions more) on the table to bolster America’s crumbling infrastructure and invest...

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Monday, April 5, 2021

Remember when Marie Kondo took the world by storm with her tidying up routine? Maybe not, but let’s roll with it. Her idea is that we can improve our lives by removing clutter and items that no longer “spark joy.” We...

Monday, December 28, 2020

Monday, September 28, 2020

Market Review: Week Ending 9/25/2020 US stocks declined for the 4th consecutive week, as the S&P 500 Index fell 0.6% to a 7-week low of 3298.1 What began as a healthy pullback in the extended (and expensive) technology leaders has...

Monday, September 21, 2020

Market Review: Week Ending 9/18/2020 US stocks declined for the third consecutive week, as the S&P 500 Index fell 0.6% to a 6-week low of 3319.1 The S&P has now lost 5.4% over the last 3 weeks while the Nasdaq Composite has fallen 7.7%...

Monday, September 14, 2020

Market Review: Week Ending 9/11/2020 FANG stocks dropped 4% or more last week and the Nasdaq Composite reached correction territory on Tuesday (down 10% from its recent high) as the broader S&P 500 Index fell for the second consecutive...

Tuesday, September 8, 2020

Market Review: Week Ending 9/4/2020 After rising 7% in August and 35% since April, the strongest five-month rally since 1938, the S&P 500 finally pulled back last week declining 2.3% and closed at 3426.1 Technology stocks, the clear...

Monday, August 31, 2020

Market Review: Week Ending 8/28/2020 US stocks continued to “melt up” last week as virtually all segments (reopening, stay-at-home, cyclicals and technology) rallied. The S&P 500 continues to post the best summer returns...

Monday, August 24, 2020

Key Points Challenges include elevated virus transmissions, high unemployment levels, the Presidential election and stretched valuation metrics Monetary and fiscal policy combined with vaccine developments are likely to continue to...

Monday, August 17, 2020

Market Review: Week Ending 8/14/2020 Stocks flirted with hitting pre-Covid all-time highs last week as the S&P 500 Index finished just shy at 3372 (+0.6%), recovering all of the 34% drop from February to March 23rd.1 Despite signs of...

Monday, July 27, 2020

Market Review: Week Ending 7/24/2020 Nasdaq stocks fell for the 2nd consecutive week (-1.3%) as less-than-stellar Q2 results from Tech bellwethers Microsoft and Intel led to a small pullback (-0.3%) in the S&P 500 Index to 3215.1 There...

Monday, July 20, 2020

Market Review: Week Ending 7/17/2020 While the coronavirus rages on (11 new records have been set for new daily cases in July and 75k was hit last week1) investors remain focused on the impact of easy money and the potential for a...

Friday, July 17, 2020

Imagine this… There’s a burglary in your neighborhood (not your house fortunately), but you have a 2-week trip planned and no one will be home. What do you do to protect your home while you’re away? If you’re...

Tuesday, July 14, 2020

“Financial success, as well as most success in life, is not about perfection. It's about direction.” —Donald Lynn Frost In a crisis, refocusing and reaffirming our goals becomes even more critical. What direction are...

Monday, July 13, 2020

Market Review: Week Ending 7/10US stocks continue to look through worsening COVID-19 news as new cases have tripled to over 60k/day from month-ago figures.1 The S&P 500 gained 1.8%, closing at 3185 while yields on 10-year US Treasury...

Wednesday, July 8, 2020

Key Points: We believe equities have already discounted a great deal of the recovery We have been preaching and exhibiting patience with portfolio changes We generally remain on the conservative side with above-average levels of cash,...

Monday, June 29, 2020

Market Review: Week Ending 6/26 Markets were dominated by Covid-19 news last week, as signs of accelerating new cases forced several states (Texas, Florida and Arizona) to roll back reopening plans. These fears led to a 2.9% drop in...