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]

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]

How we’re thinking about coronavirus

By |2020-07-20T13:31:50-07:00February 28th, 2020|General thoughts, In the news, Investor behavior, Staying the course, Uncategorized|

The public’s concern about coronavirus (COVID-19) is increasing. As is often the case, concerns are frequently magnified by what’s called “negativity bias,” an evolutionary mechanism in the brain to minimize risk. More often than not, people over-react to potential risks. But sometimes the reaction is warranted. Regarding coronavirus, it is too soon to tell [Read More]

Longevity’s Ripple Effect: Why Gen X Cannot Count on Inheritances for their Retirement

By |2021-09-03T10:59:45-07:00February 12th, 2020|General thoughts, Uncategorized|

As if Gen X (now age 40 – 55) didn’t have enough to think about in midlife, they also need to be careful about including any expected inheritance in their retirement planning.  While there is much talk about a great transfer of wealth in America in the coming 25 years, with estimates anywhere from [Read More]

3 reasons business owners should invest outside of their business

By |2022-04-07T10:23:35-07:00September 10th, 2019|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts, Uncategorized|

How do many business owners continue to grow and manage their businesses?  They reinvest company profits back into the business. As financial advisors to many business owners, we have learned from experience how important it is to strike the right balance between your company assets and some diversified investments outside of your business. While [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]

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