How to think about inflation and investments

By |2021-06-28T18:44:06-07:00June 20th, 2021|Blog, Financial planning tips and perspectives, In the news, Institutional, Personal Wealth, Staying the course|

There has been a lot of talk lately about inflation, in great part because inflation has been so low for so long, but recently had a small spike.  Unfortunately, when inflation is low, investors tend to forget it is a “sleeper risk,” gradually eroding their purchasing power and lowering after-inflation returns. Below are thoughts [Read More]

Stimulus for business owners: what to know about the American Rescue Plan

By |2021-03-26T15:25:29-07:00March 26th, 2021|Blog, Business Owners, In the news, Personal Wealth|

On March 11, 2021, President Biden passed the first major legislation of his presidency, the American Rescue Plan.  While the $1,400 individual stimulus checks and the continuance of unemployment benefits augmented by the federal government in the amount of $300 are both important to families who are experiencing lower incomes and job loss, we [Read More]

Q320 Quarterly Context Video

By |2020-10-16T15:21:57-07:00October 16th, 2020|General thoughts, In the news, Quarterly thoughts|

Interesting contradictions between the economy and markets, Wall St. and Main St. remain… Wobbly economy but stocks, and gold and COVID-19 cases keep going up, while stimulation is high from rates remaining addictively rock-bottom low. How long is the recession expected to last? What impact will elections have on markets, and what has the [Read More]

How tax policy may change with the election

By |2020-09-21T09:56:50-07:00September 17th, 2020|Blog, Business Owners, Financial planning tips and perspectives, In the news, Personal Wealth|

The upcoming presidential election brings with it much speculation about the tax policy and market implications of the outcome. We don’t recommend changing your plans based on educated guesses about how tax policy may change once the election is behind us.  However, it does make sense to consider how changes may affect your planning [Read More]

Q220 Quarterly Context Video

By |2020-07-25T06:33:22-07:00July 22nd, 2020|General thoughts, In the news, Quarterly thoughts|

Where is the space between what matters and what you can control? How much did the market bounce back after the tough first coronavirus quarter? How is the disconnect between the weak economy and the market rebounding? What is the danger of over-confidence? Spending is down, savings are up. Will the coronavirus economy look more [Read More]

Why rebalancing your portfolio in the midst of crisis is essential for long term success

By |2020-04-25T11:19:57-07:00April 9th, 2020|In the news, Blog, Investment Management, Investor behavior, Personal Wealth, Staying the course|

In the midst of the COVID-19 pandemic, the term rebalancing now extends past investment portfolios as we all rebalance our lives around staying at home, creatively social distancing, and protecting our health. It is a rebalancing act that people did not anticipate; we're all learning lessons that will linger on once this crisis is [Read More]

The CARES Act: help for individuals and small businesses

By |2020-04-25T09:22:00-07:00April 2nd, 2020|Fiduciary, Financial planning tips and perspectives, In the news|

  As we adjust to the effects of COVID-19 in our lives, we wanted to provide some information for individuals and small businesses about the stimulus package passed by Congress on March 27th  The Coronavirus Aid, Relief and Economic Security (CARES) Act, as well as previously announced tax filing relief, should help with business [Read More]

CARES Act helps your business: relief for your retirement plan participants

By |2020-04-25T09:25:02-07:00April 1st, 2020|Fiduciary, In the news|

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020, and includes provisions to assist retirement plan participants impacted by the COVID-19 pandemic.  For plan sponsors and their participants, this Act can provide essential financial help to many employees.   The new law provides distribution and loan relief [Read More]

Video: Market and investor behavior perspectives related to the coronavirus

By |2020-07-20T13:28:45-07:00March 25th, 2020|Investor behavior, In the news, Staying the course|

Gain perspective about the confluence of events affecting the markets, including the coronavirus. What are the drivers of current volatility? Where do markets and diversified portfolios stand now? How does this market compare to the many volatile markets in the past? See how bad markets have strong recoveries. See why panic is not an [Read More]

Markets react to coronavirus: how to weather the challenges ahead

By |2020-07-20T13:31:37-07:00March 16th, 2020|Uncategorized, In the news, Staying the course|

It was a very a difficult week. As the uncertain trajectory of COVID-19 upsets both public health systems and financial markets, we see how dramatically unexpected events can affect us. Coronavirus and its economic fallout, coupled with the Saudi/Russia oil tension, have created a unique mix of anxiety that makes markets particularly volatile. We cannot know, [Read More]

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