Q2 2022 Quarterly Context Video

By |2022-08-03T21:07:09-07:00July 25th, 2022|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts, In the news, Institutional, Investment Management, Investor behavior, Lifestyle, Personal Wealth, Quarterly thoughts, Uncategorized|

Inflation remains high, rates are up, stock and bond markets are down, and recession worries are increasing. However there are some positive signs, and medium-long-term returns remain strong. How did we get here and what’s next? We’ll also cover the important difference between investing and speculating, and how understanding a buyer’s strike can improve [Read More]

Q122 Quarterly Context Video

By |2022-04-25T10:00:32-07:00April 25th, 2022|Blog, Financial planning tips and perspectives, In the news, Investment Management, Investor behavior, Lifestyle, Quarterly thoughts|

The Ukraine/Russia conflict and the world’s response is affecting markets, inflation remains higher and rising, the Fed raised and plans to raise rates further, the yield curve is trying to tell us something about the economy, gambling risks are far higher than investing, what the stink-eye effect on your portfolio might be… Watch to [Read More]

The stock market is not the economy

By |2020-08-05T11:13:11-07:00July 31st, 2020|Blog, Investment Management, Quarterly thoughts, Staying the course|

The common phrase that “the stock market is not the economy” now seems more relevant than ever. Many are perplexed about the resilience of the stock market, despite ongoing coronavirus and economic concerns, after Q1 2020’s 21% drop and Q2’s big bounce-back of 22% (Russell 3000). The market is up 41% from the March [Read More]

Drawing from experience to navigate uncertainty

By |2020-08-16T18:18:49-07:00April 22nd, 2020|Financial planning tips and perspectives, General thoughts, Personal Wealth, Quarterly thoughts|

Every quarter we send a letter to our clients to set context around recent market activity.  This quarter, we are posting our letter here since it offers some reminders about how our experience and contingency planning get us through difficult times that we feel may benefit everyone.  These past several weeks have reminded us [Read More]

Volatility, Optimism, and Q1 Market Details

By |2020-04-25T11:41:39-07:00April 14th, 2020|Quarterly thoughts|

There’s no question we’re all living in unsettled times. Global citizens and the world economy are under stress, and uncertainty is heightened in all aspects of our lives. People are worried about their health, and that of family, friends, neighbors. Some have temporarily or permanently lost jobs or taken a hit to their income. Leaders [Read More]

Address these issues in your partnership agreement to protect your personal finances

By |2022-04-07T13:03:31-07:00March 8th, 2019|Personal Wealth, Quarterly thoughts|

When you own a business, you appreciate just how much your personal financial life is tied to your business.  What you may not realize is how much your personal financial wellbeing is intertwined with your partners or other owners in your business.  If you own a mature, successful business, and you’re seriously looking at [Read More]

When boring is good

By |2020-07-20T13:58:12-07:00January 25th, 2019|Quarterly thoughts|

When the stock markets have long periods of positive returns, as they have had for most of the past decade, it can be easy to forget how a bear market feels to an investor.  The last quarter of 2018 provided a vivid reminder. Large market swings and precipitous drops can unnerve even the most experienced [Read More]

This quarter marks ten years since the start of the global financial crisis

By |2020-07-20T14:06:12-07:00November 2nd, 2018|Quarterly thoughts, Uncategorized|

While the consequences of that extreme period of financial turmoil are still being felt, the market recovery in the past decade provides a profound illustration of the value of staying the course through enormously difficult times. The ability to remain invested in your long-term strategy was severely tested a decade ago. For those who [Read More]

Few economic indicators affect daily lives and markets as directly as interest rates

By |2020-07-20T14:07:08-07:00August 2nd, 2018|Quarterly thoughts|

The Federal Open Market Committee lowers the target rate when economic stimulus is needed, and raises it to limit inflation and avoid overheating as the economy expands.  In the decade after the Great Recession, rate concerns faded. The Fed’s target rate hit 0% in late 2008 and was 0% for 7 years.  Low rates became [Read More]

But why a bun?

By |2020-07-20T14:20:16-07:00July 31st, 2017|Fiduciary, Personal Wealth, Quarterly thoughts|

Years ago, a fast food chain ran a catchy ad campaign featuring a focus group of meat and cheese lovers.  In the commercial, the presenter describes the companies new burger, and one of the test subjects responds “I like the meat and cheese part, but why a bun?” As investors, if we consider domestic stocks to [Read More]

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