Summer Newsletter 2024
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, Mike breaks
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
Concerned About the Economy? Do This. (redux)
On the date of this writing, September 21, 2022, the Federal Reserve increased the Fed Funds rate another 0.75%. This is the third time they
Harvesting Losses for Tax Purposes
“But Mike, you’ve told me for years not to sell when the market is down.” And I still stand by that. However, there are times
Fall Newsletter 2021
The Leaves are Changing Colors, the Sun is Sleeping in... It must be Fall! Every quarter, we send out a newsletter to share thoughts and
Bottom’s Up?
"Our hope is that we see a “V” shaped recovery, where we have a couple of rough quarters of negative economic growth, but then the
Concerned About the Economy? Do This.
The stock market has been a little crazy lately (I know – shocker, right?). When we see headlines about market declines or look at a