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...

Those of us in Minnesota heard much about the “Snowiest February Ever!” (for those of you not in Minnesota, please take our word that it snowed a lot), but here’s a headline that you might have missed: The first...

After examining Amazon’s rocky past and recent meteoric rise, let’s take a look at a very different case study; the story of GE. For years, General Electric was the gold standard of blue chip stocks; strong...

I’d like to tell you about a hot new investment that has made some people very rich in recent years. In the past nine years, it has lost at least 25% of its value of total of seven separate times, then rocketed...