You may remember the two powerful emotions we guard against in a long-term investment program—fear and greed. These two villains aim to cause you to...
2024 Q1 Mid-Quarter Market Update – S&P 500 Hits 5,000
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...
Fourth Quarter 2023 Market Overview
2023 was a year that defied expectations. With inflation roaring and the Fed enacting the fastest rate hike cycle in 40 years, the general consensus...
2023 Q4 Quarter-End Market Update: The Great Puzzle
I think it is fair to say, as we end this interesting and challenging year and head into perhaps the strangest election year ever, that we are faced...
Global Events and Capital Markets
Where to begin? It is difficult to make sense of all of the events unfolding around the world as we approach the end of a tumultuous year and look...
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. ...
What to Look for in a Financial Advisor for Women
If you’re considering a financial advisor for women, you’ve already made a step in the right direction. Research has proven that households working...
Third Quarter 2023 Market Overview
2023 has seen robust returns in the first half of the year, with a significant pullback in the third quarter. In the second quarter letter, we...
Why Bonds Now?
We are approaching the end of the third quarter, and it has been eventful and somewhat confusing for everyone. It would be easy to get lost in the...
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...