What’s important to you? For some people, it may be a nice car. For others, it may be spending time with family or going on a nice vacation. You...
Not Your Father’s USO Show
This week the oil markets experienced the most unusual collapse ever. There was hope that oil prices would stabilize after the April 13...
We’re All in this Together – Let’s Give Back!
I am the wife of an essential worker, the daughter of an essential worker, the sister of an essential worker, a mother of two children under the age...
Innovation in the Time of COVID-19
This article from CNBC.com highlights the innovation at work as technological solutions to help many aspects of the pandemic are quickly coming to...
Some Things Don’t Change – Scammers and COVID-19
In times of uncertainty, there’s a comfort to the familiar and expected. The smell of coffee in the morning, your favorite shirt or pair of pants,...
Recession: Pause Before You Sell Your Mutual Fund
Published on April 14, 2020 by U.S. News & World Report A majority of investors can't and don't want to sell but are still uncomfortable with...
First Quarter 2020 Market Overview
The beginning of the year feels like so long ago that it may be hard to remember investors entered January with a sense of optimism. The US and...
SEC Proposal Widens Pool of Accredited Investors
Published on April 13, 2020 by Middle Market Growth The private equity community welcomed a recent move by regulators to widen the pool of...
A Brief Update on the Markets
This has been an eventful week. We had big new developments from the government, including the Fed's announcement this morning of a multi-trillion...
Two Crises and Long-Term Changes
Our friend Mohamed El-Erian¹ has been writing, tweeting and appearing on business shows at a record pace lately, for obvious reasons. As our...