Facing the Challenge

Facing the Challenge

We would like to tell you the answer.  When will this be over, and what is the market going to do next?  But you know no one knows.  This is a new challenge, and we have to face it and recognize what we are dealing with here. We have faced major health care challenges...
Now It’s Oil

Now It’s Oil

Last week OPEC talks broke down when Russia refused to agree to proposed production cuts.  As we have been saying in our recent letters, the coronavirus slowdown has reduced demand for oil and caused the price to decline.  It just got worse. Over the weekend, Saudi...
Hecho en Mexico.  Porque no?

Hecho en Mexico. Porque no?

As the sun comes up on another exciting day, European markets are up and US futures are up even more, after the Fed rate cut and down market yesterday, Monday’s huge rally, and last week’s rapid decline.  Meanwhile, the 10-year Treasury is yielding well under 1%¹, a...
China Update #47

China Update #47

In one of our recent client letters, The Chinese Connection, we discussed China’s role on the world stage as the world’s second-largest economy and as an aggressive power seeking dominance in both economic and military matters.  The relevance to our financial plans...
FAAAM! – with apologies to Irene Cara

FAAAM! – with apologies to Irene Cara

FAANG Big news – Jim Cramer is unceremoniously pulling the plug on Netflix. This obviously destroys the FAANG acronym he created and which we have found useful in describing the phenomenal growth of a handful of “tech” companies: Facebook, Amazon, Apple,...
Be of good cheer!

Be of good cheer!

Here we go! The next 12-month period promises to be among the most interesting runups to an election in a long time.  For some, it may also be an alarming and discouraging time.  As almost everything gets perceived through a political prism, and media sources take...
The Chinese Connection

The Chinese Connection

Asia is complicated. You might have noticed. China is in the headlines a lot lately, for good reason. But anyone who views the current set of issues as short-term and requiring the usual “kick the can” treatment is missing a lot. We have been “kicking the can down the...
July 4th: A time for celebration and gratitude

July 4th: A time for celebration and gratitude

Before we get down to business, it is always good to take a moment for the most important things. In 1776 we were blessed with the opportunity to become a free and sovereign nation. Having achieved that, we were doubly blessed when our Founders wrote and adopted our...
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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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