Do you remember what the widely publicized financial market concern was before the COVID-19 pandemic began? Neither did I until I looked it up. It was the “Inverted Yield Curve”. I’ll spare you all the mundane...

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...

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...

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...

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. 

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...

3rd Quarter 2018 Market Summary

The Third Quarter of 2018 saw US Stocks reach new highs on multiple occasions with the S&P 500 returning 7.7% for the quarter and 18% over the last year. For those of you keeping...