Defending the Fed
The Full Story: Chairman Powell spent two days this week testifying before Congress after releasing his mid-year Monetary Policy Report. This robust report details the
5 Things You Should Do To Increase Your Financial Literacy
I have made sure my children understand that they will not inherit a dime from me. Too many kids are planning on inheriting money to
What I’m Talking About Most to Clients This Quarter
Second Quarter 2021 It’s not inflation. It’s not crypto. Although those topics do come up. It’s rebalancing. Being proactive, not reactive by taking profits when
Mid-Year Market Physical
The Full Story: Believe it or not, we have completed nearly 50% of 2021. Now that we have reached the halfway point, it is time
Why Do I Own Bonds Anyway?
The Full Story: Why should investors own bonds? – To be a shock absorber for your stock portfolio. – To earn more interest than cash
Who Loves Taxes?
Benjamin Franklin famously wrote in 1789, “Our new constitution is now established, and has an appearance that promises permanency; but in this world, nothing can
The Contrarians Strike Back
The Full Story: While it’s difficult to point to just one thing that precipitated the cascade lower in tech stocks over the last 10 days,
The Folly of Fear
The Full Story: Truly successful investors seem to lack an amygdala. The amygdala quickly processes information and issues a fight or flight command for our
Defending the Fed
The Full Story: Chairman Powell spent two days this week testifying before Congress after releasing his mid-year Monetary Policy Report. This robust report details the
5 Things You Should Do To Increase Your Financial Literacy
I have made sure my children understand that they will not inherit a dime from me. Too many kids are planning on inheriting money to
What I’m Talking About Most to Clients This Quarter
Second Quarter 2021 It’s not inflation. It’s not crypto. Although those topics do come up. It’s rebalancing. Being proactive, not reactive by taking profits when
Mid-Year Market Physical
The Full Story: Believe it or not, we have completed nearly 50% of 2021. Now that we have reached the halfway point, it is time
Why Do I Own Bonds Anyway?
The Full Story: Why should investors own bonds? – To be a shock absorber for your stock portfolio. – To earn more interest than cash
Who Loves Taxes?
Benjamin Franklin famously wrote in 1789, “Our new constitution is now established, and has an appearance that promises permanency; but in this world, nothing can
The Contrarians Strike Back
The Full Story: While it’s difficult to point to just one thing that precipitated the cascade lower in tech stocks over the last 10 days,
The Folly of Fear
The Full Story: Truly successful investors seem to lack an amygdala. The amygdala quickly processes information and issues a fight or flight command for our
