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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

Cornucopia  

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...

September 4, 2019

In recent years, more individuals and institutions are focusing on sustainability – whether it be renewable energy, recycling or upcycling, reducing one’s carbon footprint – or how to align one’s environmental views and personal values with their investment decisions....

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’...

June 13, 2019

 "Don't count on Social Security!"

I've heard that enough times that I went ahead and saved myself the mind space and gave Social Security little to no thought. I have always assumed "not counting on it" meant I likely won't be getting any by the time I retire. Come to...

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...

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