Markets
Adios 2021: The Year That Was
When you really step back and think about it, should we have expected anything different from 2021 than more unpredictability? Clearly, the answer is no. Although [...]
Read more Adios 2021: The Year That Was
The Market Doesn’t Always Bounce Back Quickly
When I started my career as a financial advisor back in the fall of 1999, little did I know that I was entering the business at the worst bear market since the [...]
Read more The Market Doesn’t Always Bounce Back Quickly
Market Observations: Inflation at the Gate
Over the past month or so, it seems every client we’ve spoken with asks about inflation and what are we doing about it in the portfolios. The jury is still [...]
Read more Market Observations: Inflation at the Gate
7 Action Items for a Successful Job Change
Can life get anymore busy and hetic, particularly as the world deals with the ongoing COVID-19 pandemic and its massive disruption to even the simplest of daily [...]
Read more 7 Action Items for a Successful Job Change
Thoughts on Inflation & the Markets
One of the hottest topics today is the idea of inflation, and of course how that might affect the markets. Make no mistake, we have been concerned about inflation [...]
Read more Thoughts on Inflation & the Markets
What is a SPAC?
Special Interest Acquisition Companies are making headlines and billions of dollars are flooding into them. Special interest acquisition companies (SPACs) are not [...]
Read more What is a SPAC?
Recent posts
-
Top Ways COVID Is Re-Inventing the Workplace
January 19, 2022 -
When Should You Exercise Your Company Stock Options?
January 11, 2022 -
Big Tax Changes for Colorado 529 Plans in 2022
January 7, 2022 -
2022: Retirement Plan Contribution Limit Changes
January 3, 2022 -
Adios 2021: The Year That Was
December 23, 2021 -
2021: Year-End Considerations
December 22, 2021
