Markets
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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 [...]
Read more The Market Doesn’t Always Bounce Back Quickly
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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 [...]
Read more Market Observations: Inflation at the Gate
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August 2021
7 Action Items for a Successful Job Change
Can life get anymore busy and hectic, 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
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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 [...]
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March 2021
What is a SPAC?
Special Interest Acquisition Companies (SPAC) are making headlines and billions of dollars are flooding into them. Special interest acquisition companies (SPACs) [...]
Read more What is a SPAC?
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