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]

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]

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]

Q120 Quarterly Context Video

By |2020-07-25T06:31:55-07:00April 28th, 2020|General thoughts, Quarterly thoughts|

How did coronavirus affect the markets as a wet blanket? How does the coronavirus stock market compare to another virus period? What’s next? Big government rescue packages. What caused the 1-year numbers to be only mildly negative? Why was the broad bond market also negative in March? What should you focus on now? The virus [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]

Q419 Quarterly Context Video

By |2020-07-20T13:40:21-07:00January 27th, 2020|General thoughts, Quarterly thoughts|

What should you be training your brain to do now, given the longest bull-market ever? What are people doing with their better physical state later in life? Where are we in the business cycle now? What is the “Fed pivot” and how are market returns projections changing for the next 10 years? What does [Read More]

Q219 Quarterly Context Video

By |2020-07-20T13:54:01-07:00July 29th, 2019|Blog, Quarterly thoughts|

Where are we in the business cycle? The stock market continues upward, but the bond market shows nervousness. Are stocks fairly valued or leaning over-valued? What positive returns are required when different levels of negative returns occur? Is that a quilt or the shapes of the stock market by size and number? 401k plan design [Read More]

What it means to be a fiduciary advisor

By |2020-07-20T13:53:29-07:00July 26th, 2019|Quarterly thoughts|

You may have read about the controversy over the fiduciary standard in the investment advisory industry. The SEC recently passed legislation that brought this charged issue back into the spotlight.  We want to share a short overview of what has transpired to help make sense of what you see in the media.As a Registered Investment [Read More]

Q119 Quarterly Context Video

By |2020-07-20T13:57:12-07:00April 26th, 2019|Blog, Quarterly thoughts|

What stage is the US and other countries in the business cycle? Very different results for managed portfolios vs. do-it-yourself investors. The happiness equation is helpful: Happiness ≥ Perception – Expectations. An “inverted” yield curve often precedes a recession… how about this time? 10-year birthday of the post-Global Financial Crisis “bull” stock market. Hot Q1 [Read More]

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