Matt Weier, CFA, CFP®

Welcome to 2021! I’m sure nobody reading this needs me to remind them that 2020 was a difficult year and one that many would just as soon forget. I want to make the case that forgetting the investment events of...

The arrival of a new year is a natural time to pause and take stock of how you’re doing in all facets of life. Particularly this year, when it’s a little harder to step into (or back into) the gym, it may be an...

A lot has happened so far in 2020. You can say that for every year, but 2020 took it to a new level with the COVID-19 pandemic and associated upheavals to our lives and financial markets. Add to that a Presidential...

Last weekend I was listening to a podcast where the host was interviewing an investment manager from a large Wall Street investment firm. The manager was touting the success of his pre-2020 prediction that there...

You probably don’t need me to remind you that it’s been about six months since the new Covid-sponsored reality has taken hold. But maybe it is worth pausing to reflect and wonder aloud, “has it really been that...

A question we’ve heard from many of you in recent months and weeks generally follows the theme of wondering how or why stock prices have recovered so much and so quickly since March, despite so much uncertainty and...

I recently dedicated a whole piece to why the recent “money printing” to stimulate the economy is unlikely to lead to run-away inflation. So, why am I following it up with a piece about how to invest for an...

Depending on the day lately, you might see a study or expert cite one of two points. Either inflation is a thing of the past, or all this “money printing” is setting us up for higher inflation in the future. Both...

Imagine a world where you don’t wake up in the morning to a plethora of headlines – some positive, the overwhelming majority negative, but collectively confusing and overwhelming – accompanied by stock prices...

The last six weeks have seen the economy, markets, and more importantly, our lives, change dramatically with little notice. Uncertainty about the near future has reached historic levels. We’ve seen this before when...

I began last week’s post asking that you reach out with any questions or if you want to talk, because conversations are what get us through difficult times. We’ve spoken with many of you since then and I speak for...

A quick note before I get into the main topic today

I usually wrap up these posts by asking that you reach out if you have any questions or want to talk. Today I want to lead with that. We’ve heard from many of you...