Bear Markets
The Song Remains the Same
The Song Remains the Same If you were tempted to undo your market seatbelt as we entered 2024, that has turned out to be a bad idea. The wild ride has continued [...]
Read more The Song Remains the Same
Market Update | Year Ahead 2024 – Twin Peaks
One of the most perplexing aspects of the markets is their ability to make you feel – how shall we say this – less than smart. Just when you think the [...]
Read more Market Update | Year Ahead 2024 – Twin Peaks
Fall 2023: Uncharted Territory
Leave the Past Behind One of the most tempting mental undertakings to find yourself doing during times of great market uncertainty is to look back at history for [...]
Read more Fall 2023: Uncharted Territory
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
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
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
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
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
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?
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
Recent posts
-
The Song Remains the Same
February 14, 2024 -
Why Are U.S. Workers Struggling to Change Jobs?
February 7, 2024 -
-
Consider a Donor-Advised Fund (DAF) for Charitable Giving
January 24, 2024 -
Considerations for Handling Large Tax Debt
January 17, 2024 -
