I just had the great pleasure of spending a week with our team in the Bay Area for the first time in well over a year. I can’t say I enjoyed the...
The Summer of Our Awakening
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Here we go again
Reaching for a little extra yield in your “safe” asset class. Somehow that has always appealed to some investors who are not satisfied with the...
How to Protect Yourself and Your Assets from Swindlers
Published on May 31, 2021 by TheStreet How do you choose an expert to advise you in building and managing your nest egg, while avoiding the...
Inflation
There is good news and bad news. Good news is about progress against COVID. As of today, over 60% of US adults have had at least their first dose...
Rotation and Reopening
The rotation continues The first quarter of 2021 saw more of the so-called “rotation” into small and value stocks that started last November with...
What about Bonds?
Remember our old friend, the Tapir? A few years ago, in a desperate attempt to make Fed policy even mildly interesting, we introduced our little...
The Rotation Trade
The so-called “rotation trade” continued into early February, after a strong Q4. This term refers to the market “rotating” from large growth/big...
A Year to Remember
Year-End 2020 After a year like this, I don’t know what to say. Belaboring the obvious seems pointless, and yet it seems incumbent on me to try to...
Tax Loss Harvesting
2020 has presented us with many challenges, but also some opportunities. A disciplined adherence to a good plan can pay long-term dividends at...
The Home Stretch: Finishing strong
Financial Planning in the Time of Covid I can’t believe it is December already. In some ways, the year has flown past; in other ways, it seems like...