Déjà vu one more time…

Déjà vu one more time…

This is getting to be a habit.  Like Bill Murray in Groundhog Day[1], I keep waking up to what seems like the same situation, only different. There I was, happily preparing to tell you that the S&P 500 (and most of the other equity indices) just had the best...

read more
Apple, Gold, the $ and Inflation

Apple, Gold, the $ and Inflation

Apple’s stock price is up about 50% year-to-date, quite a remarkable achievement for the world’s largest company.  In fact, it has more than doubled in one year!  Last Thursday, after the market close, several of the big five (see below) announced big earnings...

read more
Domestic Violence and COVID-19

Domestic Violence and COVID-19

Recently a number of articles have been published that discuss the rise in domestic violence (DV) during the shelter-in-place order.  Many people do not realize that domestic violence has many forms. It isn’t just physical abuse, which is very serious and prevalent....

read more
China Update: July 2020

China Update: July 2020

2020 is certainly going to be a year to remember. As Roseanne Roseannadanna famously said: “It’s always something.  If it’s not one thing, it’s another!” I needed a good laugh this morning.  Things in the world are looking pretty serious right now, even as capital...

read more
Second Quarter 2020 Market Overview

Second Quarter 2020 Market Overview

What a world of difference three months can make. By the end of March, the profound uncertainty of the economic impact of Coronavirus on the US and the rest of the world was largely priced into markets. Investors turned to investments like money market funds and US...

read more
Greater Capitalism

Greater Capitalism

The second quarter was the best quarter for the S&P 500 since 1998, up more than 20%[1] since the end of March.  Small caps were up more than that!  Even bonds kicked in a few percentage points of return.  Of course, after the terrible first quarter, this...

read more
Profitability for Dummies

Profitability for Dummies

Once upon a time, there were two professors, a paper, a three-factor model, and ultimately a Nobel Prize.  1992 was a good year.  The story was simple and powerful, the effects observable to the naked eye and remarkably persistent, if you could stand painful intervals...

read more
A Look at May 2020

A Look at May 2020

We just completed our second month of the second quarter of 2020, after the virus issue created a rapid bear market across the globe in Q1.  Since that event we have been going almost day to day, hoping to see improvement and progress, against the virus itself and in...

read more
Déjà vu one more time…

Déjà vu one more time…

This is getting to be a habit.  Like Bill Murray in Groundhog Day[1], I keep waking up to what seems like the same situation, only different. There I was, happily preparing to tell you that the S&P 500 (and most of the other equity indices) just had the best...

read more
Apple, Gold, the $ and Inflation

Apple, Gold, the $ and Inflation

Apple’s stock price is up about 50% year-to-date, quite a remarkable achievement for the world’s largest company.  In fact, it has more than doubled in one year!  Last Thursday, after the market close, several of the big five (see below) announced big earnings...

read more
Domestic Violence and COVID-19

Domestic Violence and COVID-19

Recently a number of articles have been published that discuss the rise in domestic violence (DV) during the shelter-in-place order.  Many people do not realize that domestic violence has many forms. It isn’t just physical abuse, which is very serious and prevalent....

read more
China Update: July 2020

China Update: July 2020

2020 is certainly going to be a year to remember. As Roseanne Roseannadanna famously said: “It’s always something.  If it’s not one thing, it’s another!” I needed a good laugh this morning.  Things in the world are looking pretty serious right now, even as capital...

read more
Second Quarter 2020 Market Overview

Second Quarter 2020 Market Overview

What a world of difference three months can make. By the end of March, the profound uncertainty of the economic impact of Coronavirus on the US and the rest of the world was largely priced into markets. Investors turned to investments like money market funds and US...

read more
Greater Capitalism

Greater Capitalism

The second quarter was the best quarter for the S&P 500 since 1998, up more than 20%[1] since the end of March.  Small caps were up more than that!  Even bonds kicked in a few percentage points of return.  Of course, after the terrible first quarter, this...

read more
Profitability for Dummies

Profitability for Dummies

Once upon a time, there were two professors, a paper, a three-factor model, and ultimately a Nobel Prize.  1992 was a good year.  The story was simple and powerful, the effects observable to the naked eye and remarkably persistent, if you could stand painful intervals...

read more
A Look at May 2020

A Look at May 2020

We just completed our second month of the second quarter of 2020, after the virus issue created a rapid bear market across the globe in Q1.  Since that event we have been going almost day to day, hoping to see improvement and progress, against the virus itself and in...

read more
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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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