Spring Newsletter 2025
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. (click image below to read)
Rough Roads Ahead
For the first half of 2024, financial markets have been relatively calm and moving up. Interest rates were stable and inflation seemed to be getting
Stock Market Returns and Election Years
I’ve been getting a lot of questions lately about how stocks are going to perform with the presidential election coming up in November. I can
Geopolitical Unrest and Financial Markets
The recent invasion of Gaza and Israel by Hamas was certainly horrific. Israel is retaliating with air strikes and missile attacks as well as mounting
Fall Newsletter 2023
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, read the
Summer Newsletter 2023
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, read the
Spring Newsletter 2023
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, read the
Cash is Paying 4% – Why Would I Invest Anywhere Else?
A silver lining to the rout in the financial markets in 2022 is that cash and cash-equivalents are actually paying decent interest. As I write
A Disappearing Dream
I think it’s the hope of all parents that their children will grow up and have an opportunity to have the same or better standard
Mini-Series Part 6 of 10: Trying to Time the Markets
Does Anybody Really Know What Time It Is? I wish I had a nickel for every time someone has asked me over the past 35