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Fourth Quarter, 2024 This time of year, we are inundated with Wall Street’s market predictions about AA—Asset Allocation. “Treat it as entertainment much like you
Ch-Ch-Ch-Ch Changes, Oh Yeah!
Third Quarter, 2024 Ch-Ch-Ch-Ch Changes, Oh Yeah! The only constant in our lives is change. As musical legend David Bowie once said, “Ch-ch-ch-ch changes! Turn
Is it Time To Get Into Fixed Income?
Second Quarter, 2024 Is it Time To Get Into Fixed Income? Lately, several of my colleagues have been asking me that very question on behalf
Gimme Five… Or Maybe Not??
Third Quarter, 2023 Investors are feeling the allure of locking in a guaranteed 5% or more right now. At the writing of this letter, the
Getting Older? Getting Wiser!
Getting older? Getting wiser! We all hope that is true in our personal lives. But how do we translate that into our financial lives?
Ready To Take A Break?!
Are you ready to take a break from the investment markets & talk about ideas? I certainly was! Every year around July 4th, I take
A BEST decade. A WORST decade.
A BEST decade. A WORST decade. The CURRENT decade. Now is a great time to look back at the last 30 years to gain some
A Normal Market Correction? Or Is It Something Else?
A Normal Market Correction? Or Is It Something Else? A normal market correction? Or is it something else? Will we resume recovery? Or retreat to
AA- It’s Not What You Think!
Fourth Quarter, 2024 This time of year, we are inundated with Wall Street’s market predictions about AA—Asset Allocation. “Treat it as entertainment much like you
Ch-Ch-Ch-Ch Changes, Oh Yeah!
Third Quarter, 2024 Ch-Ch-Ch-Ch Changes, Oh Yeah! The only constant in our lives is change. As musical legend David Bowie once said, “Ch-ch-ch-ch changes! Turn
Is it Time To Get Into Fixed Income?
Second Quarter, 2024 Is it Time To Get Into Fixed Income? Lately, several of my colleagues have been asking me that very question on behalf
Gimme Five… Or Maybe Not??
Third Quarter, 2023 Investors are feeling the allure of locking in a guaranteed 5% or more right now. At the writing of this letter, the
Getting Older? Getting Wiser!
Getting older? Getting wiser! We all hope that is true in our personal lives. But how do we translate that into our financial lives?
Ready To Take A Break?!
Are you ready to take a break from the investment markets & talk about ideas? I certainly was! Every year around July 4th, I take
A BEST decade. A WORST decade.
A BEST decade. A WORST decade. The CURRENT decade. Now is a great time to look back at the last 30 years to gain some
A Normal Market Correction? Or Is It Something Else?
A Normal Market Correction? Or Is It Something Else? A normal market correction? Or is it something else? Will we resume recovery? Or retreat to
