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...

With the recent downturn in the markets, you may have heard us mention the phrase “Tax Loss Harvesting”. Before I dive into the myriad benefits of tax loss harvesting, I think it’s important to mention the basics...

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...

As market volatility and uncertainty have continued since our post two weeks ago, we wanted to follow up with some additional thoughts on the topic of being prepared for stock price declines. 

By now you may have seen headlines chronicling what has become the biggest weekly decline in stocks since 2008 or the largest two-day decline since 2011. To be sure, it’s never enjoyable to see stock prices fall....

The Best Performing Stocks of the Millennium!

By now I’m sure you’ve heard many recaps of the last year and decade and predictions for the new year and decade. Yes, this is another one. Stick with me. It will be...

It seems like every day we’re told about something new that should matter to us.  We’re told that these things are unique to our times, deserving of our precious time and attention, and require action.

Welcome to the halfway point of 2019! If you’re anything like me you might be wondering how the last six months seemed to fly by so quickly. It seems like only last week when we were watching New Year’s fireworks...