Team Talk
First Quarter 2021 Market Overview
In a reversal of the fear and uncertainty that gripped many in the first quarter of last year, investors appear to be looking to the future with a sense of optimism about a US economy poised to reopen. After the rapid market decline last year, the Fed stepped in...
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 the announcement of the first vaccine. We now have roughly 30% of the country, and more than 60% of people over 65,...
Financial Health Post-Pandemic: 3 Factors to Assess
A lot has happened in the world over the past year, and while everyone’s physical health is top of mind, financial health is also a concern for many. You may be considering ways to better prepare for the next time something unexpected happens in your life. This is a...
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 friend[i] to you. At the time, after massive intervention into the fixed income markets in response to the 2008 financial...
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 tech stocks to small cap and value stocks in the expectation that the vaccines will do the trick and the economy can...
Mr. GameStop’s Wild Ride
“In the short-run, the stock market is a voting machine. Yet, in the long-run, it is a weighing machine.” -- Warren Buffett [i] While the last week in the markets has felt like being on Mr. Toad’s Wild Ride at Disneyland, Warren Buffett’s famous quote on stock market...
Fourth Quarter 2020 Market Overview
2020 was a year that no one will forget. A devastating pandemic wreaked havoc on our lives, and the resulting shelter in place orders wreaked havoc on the economy. US GDP dropped a historic 32.9% in the second quarter, and the unemployment rate peaked at 14.7%, a...
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 convey something meaningful. We can’t just let such an eventful year pass by unremarked. What just happened here?!...
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 times like this that “try men’s souls.”[i] In case you missed it, earlier this year when Covid-19 hit, we experienced a...
Year-end Tax Planning Tips
2020 has certainly been an eventful year, so it’s likely that income taxes have not been at the top of your mind. But there is still time before year end to complete some simple strategies that have the potential to save you big bucks on your 2020 tax bill. Required...
First Quarter 2021 Market Overview
In a reversal of the fear and uncertainty that gripped many in the first quarter of last year, investors appear to be looking to the future with a sense of optimism about a US economy poised to reopen. After the rapid market decline last year, the Fed stepped in...
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 the announcement of the first vaccine. We now have roughly 30% of the country, and more than 60% of people over 65,...
Financial Health Post-Pandemic: 3 Factors to Assess
A lot has happened in the world over the past year, and while everyone’s physical health is top of mind, financial health is also a concern for many. You may be considering ways to better prepare for the next time something unexpected happens in your life. This is a...
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 friend[i] to you. At the time, after massive intervention into the fixed income markets in response to the 2008 financial...
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 tech stocks to small cap and value stocks in the expectation that the vaccines will do the trick and the economy can...
Mr. GameStop’s Wild Ride
“In the short-run, the stock market is a voting machine. Yet, in the long-run, it is a weighing machine.” -- Warren Buffett [i] While the last week in the markets has felt like being on Mr. Toad’s Wild Ride at Disneyland, Warren Buffett’s famous quote on stock market...
Fourth Quarter 2020 Market Overview
2020 was a year that no one will forget. A devastating pandemic wreaked havoc on our lives, and the resulting shelter in place orders wreaked havoc on the economy. US GDP dropped a historic 32.9% in the second quarter, and the unemployment rate peaked at 14.7%, a...
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 convey something meaningful. We can’t just let such an eventful year pass by unremarked. What just happened here?!...
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 times like this that “try men’s souls.”[i] In case you missed it, earlier this year when Covid-19 hit, we experienced a...
Year-end Tax Planning Tips
2020 has certainly been an eventful year, so it’s likely that income taxes have not been at the top of your mind. But there is still time before year end to complete some simple strategies that have the potential to save you big bucks on your 2020 tax bill. Required...
