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April 23, 2020

Time Marches On

"There are decades where nothing happens; and there are weeks where decades happen."

― Vladimir Ilyich Lenin

Whether it be stock market losses, staggering pandemic unpreparedness, unparalleled increases in unemployment, and the near instant shuttering of b...

January 17, 2020

The Power of (Hindsight) 20/20 Vision  

Before we dive into 2020, let’s take ourselves back in time, to the start of the last decade. Imagine: It is early January 2010 and you are reading about the financial markets. Investors have been on a roller coaster over the...

October 23, 2019


Welcome to the fourth quarter of 2019! As I was thinking about writing this Q3 Quarterly Market Review, I was thinking of the abundance of news and moving parts in the economic and political world. In reality, there is never a time when nothing is happ...

July 29, 2019

Why It Matters  

There is a Wall Street saying that says “sell in May and go away,” but that would have been a mistake this year. Everything was up in Q2 – U.S. and global stock, bond and real estate markets all posted positive returns for the quarter.

While that’...

April 11, 2019

You Know Nothing, Jon Snow 

I am definitely late to the party, but I'm all caught up and ready for the final season Game of Thrones. The writing for the show is just so good. While I know more than Jon Snow, I often tell people that in our line of work, there is a lot w...

January 30, 2019

Predictably Bad Decisions 

People make bad decisions, but they make them in predictable and systematic ways!

Have you ever (…and I already know you have!) been confronted at the checkout counter when you were about to purchase something, only to learn that if you spent a...

December 21, 2018

It sure has been a bit bumpy in the markets over the last month or two. Volatility is nothing new, but it does have a way of dampening the holiday spirit! While we all know that volatility exists, it doesn’t mean we like it, or know what to do (or not to do) when it st...

October 31, 2018

Goodbye, October (The Month of Halloween and Scary Markets)

October is a great month in the Pacific Northwest with changing seasons, colorful trees, and of course, Halloween. It is also known for “October effect” – the theory that the stock market is more volatile and o...

June 5, 2018

Hello everyone,

We thought you might want a break from hearing us talk about finance, so we thought we’d change it up a bit with this newsletter and talk about something even more exciting – taxes!

Quite a few things are changing with the new tax reform law, so we wanted...

April 18, 2018

Bozu Mekuri

Happy Spring everyone! 

I just returned from an amazing trip to Japan with the family. We had 11 perfect days of weather and cherry blossoms while visiting with my host family from 30 years ago. It was good to reflect back and see what changed, and what staye...

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