Markets

June 2022
Market Update: The Great Unwinding Road Ahead
There is a natural order to the world around us, and to the financial markets as it turns out. In both cases, if you mess with it too much, you can get a lot of [...]
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April 2022
4/22 – MONTHLY COMMENTARY | Say Goodbye to the Good Ol’ Days
My, how the world has changed in two short years. Back when the COVID-19 Crisis was in full swing, the stock market had just witnessed one of the most dramatic [...]
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March 2022
How Many Retirement Accounts Do You Have?
Did you know that most people have several retirement accounts that they are unaware of? Many professionals retire without their full savings amount because these [...]
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March 2022
The US Federal Reserve and Interest Rates: Everything You Need to Know {Part 1/2}
The US Federal Reserve and Interest Rates: Saving the American Economy Since 1913 The Federal Reserve has dug the American economy out of some of the greatest ruts [...]
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March 2022
The US Federal Reserve and Interest Rates: Everything You Need to Know {Part 2/2}
1. Market Perception Investors are always looking at the Fed for guidance when making investment decisions. This places such an influence over crucial members of [...]
Read more The US Federal Reserve and Interest Rates: Everything You Need to Know {Part 2/2}

December 2021
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 [...]
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November 2021
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 [...]
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November 2021
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 [...]
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August 2021
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 [...]
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June 2021
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
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