Markets

July 2023
Market Update: It’s Lonely Out There
Hope everyone is having a great summer so far. The typical summer slowdown does not seem to be in effect for us. We are quite busy, but good busy, and for that we [...]
Read more Market Update: It’s Lonely Out There

April 2023
Surprise, Surprise: Stocks, Bonds and Gold Rise
Oops, They Did it Again ‘Don’t believe the hype’ is one of the big lessons learned so far in 2023. Recall how nearly every major market index around the [...]
Read more Surprise, Surprise: Stocks, Bonds and Gold Rise

March 2023
Some Green on the Screen
As the first quarter comes to a close, not much has changed in the markets from the past year. The US Federal Reserve is still plowing ahead with a string of [...]
Read more Some Green on the Screen

February 2023
Partly Cloudy, but Warmer
Fed be Gone Continuing on with our theme from last month, we see the markets remain on the path to normalizing. I know this might sound like crazy talk, but [...]
Read more Partly Cloudy, but Warmer

February 2023
Secure 2.0 Act: 4 Big Changes to Your Retirement Savings
In the final days of 2022, Congress passed the Secure 2.0 Act which made fundamental changes to how Americans save for and spend money in retirement. The reasons [...]
Read more Secure 2.0 Act: 4 Big Changes to Your Retirement Savings

February 2023
The Endowment Strategy: How to Build an Armor-Plated Portfolio
The year was 1985, and David Swenson of Yale University was about to change the world. The investment community had no idea that a new strategy was under [...]
Read more The Endowment Strategy: How to Build an Armor-Plated Portfolio

January 2023
Should I Add Managed Futures to My Portfolio?
When you’re planning your investment strategies for 2023 and beyond, you might as well look into a crystal ball as try to interpret analysts and [...]
Read more Should I Add Managed Futures to My Portfolio?

January 2023
Year Ahead 2023: Eventually the World gets it Right
2022: Year in Review Stamp Seal Maker Crack Now that 2022 is in the history books, we thought it would be worthwhile to pause for a moment and reflect back on the [...]
Read more Year Ahead 2023: Eventually the World gets it Right

August 2022
1970s Inflation: Why Inflation Today is Nothing Like the 1970s
Inflation remains one of the very hottest topics today in the world of investing. It seems no review we are doing today is without some discussion of inflation and [...]
Read more 1970s Inflation: Why Inflation Today is Nothing Like the 1970s

August 2022
Sunny, Summer Days
So much the the summer doldrums! 2022 continues to throw us twists-and-turns we haven’t seen in quite awhile. Interestingly, these types of swings in the [...]
Read more Sunny, Summer Days
Something went wrong, please try again later or contact the site administrator
Recent posts
-
Market Update: It’s Lonely Out There
July 21, 2023 -
Optimizing Your Social Security
July 19, 2023 -
College Costs Keep Rising
July 9, 2023 -
What is a Private Foundation?
June 16, 2023 -
Are You Ready for an IRS Audit?
May 11, 2023 -
Surprise, Surprise: Stocks, Bonds and Gold Rise
April 10, 2023