On Friday, February 9 the S&P 500 closed above 5,000 for the first time. I began my career in the investment business on August 1, 1993 when...
High-Net-Worth Financial Planning: Who It’s For, Why It’s Valuable, and How to Do It
If you’re considering high-net-worth financial planning, you’ve probably already accumulated significant assets. While that’s a major milestone in...
2023 Q4 Mid-Quarter Market Update – A World of Turmoil and Transformation
War in Israel/Gaza On October 7 Hamas invaded southern Israel, massacred 1,400 Israelis and others from around the world, and took 240 hostages. ...
2023 Q3 Mid-Quarter Market Update – Warren Buffett Turns 93
Happy birthday, Mr. Buffett! Warren Buffett, the legendary investor and Chairman and CEO of conglomerate Berkshire Hathaway, will turn 93 years old...
2023 Q2 Mid-Quarter Market Update – Climbing Towards an AI World
“It’s The Climb” -- Miley Cyrus Miley Cyrus was probably not considering the stock market in her hit song, but the old adage that markets ‘climb a...
UBS Buys Credit Suisse
Key points Continuing stress in the banking industry culminated Sunday in the acquisition of Credit Suisse by United Bank of Switzerland (UBS). The...
2023 Q1 Mid-Quarter Market Update – A Good Start to 2023: Can it Last?
Let’s Ask ChatGPT Has Goldilocks come to the rescue? The favorite fairy tale of investors is no doubt the story of Goldilocks who kept looking for...
2022 Q4 Mid-Quarter Market Update: An Extraordinary Week
This past week may be remembered as the most surprising and eventful week in what has been a year full of stunning events. The Tuesday midterm...
2022 Q3 Quarter-End Market Update: Out of Chaos – On to a Better Place
As we enter the fourth quarter of a lousy year in the financial markets, the list of worries is not short – inflation, interest rate hikes, a...
S&P Fell 3.4% on Friday. Why?
After the rough first half of the year in the markets, we had been seeing a good recovery until the last two weeks, when increasing fear of...