Read the most recent commentary here: Q32021 2020 is in the books. From the market’s perspective, there is little to no difference between the environment on the last trading day of 2020 and the first trading day of 2021. On the other hand, through the lens of the...
Welcome to the 4th quarter 2020. It seems we are entering crazy season. Crazy with a capital C. After watching the first presidential debate, it’s clear that the country is divided. Unfortunately, politics have devolved into a circus-like atmosphere – this at a time...
What is Driving the Market? How can it be? The more the economy degrades and the worse the health crisis gets, the more the stock market goes up! A bottom-line comparison of a June 2020 versus a March 2020 brokerage statement almost washes away that nagging sense of...
Back in the early 1930s, when the nation was facing unprecedented financial troubles, a comforting and calming voice reached out through radios in living rooms across the nation. Franklin D. Roosevelt’s informal, personal and brutally honest fireside chats were meant...
For your efficiency, organization, and reference, this post is divided into three sections: Perspective: A briefing on recent events, markets, and outlook. Planning Considerations: Summaries of important legislation and financial planning implications. Actions &...
Buried beneath the recent news cycle of NFL player protests and North Korean posturing was a prescient prediction from arguably the best investor the world has ever known, Warren Buffet. The Oracle of Omaha recently prophesied that the well-known Dow Jones Industrial...
