Much to be Grateful For
This month, we give thanks for such good markets, but more importantly, our families and clients. Since we are entering the season when families get together, we offer some thought […]
Investments
Records Are Made to Be Broken
We’ve all heard it said: “Records are made to be broken.” We celebrate record-breaking winning streaks from our favorite teams. Conversely, we hope to avoid a long string of losses. […]
Defining a Recession
Henry Wadsworth Longfellow’s poem, “The Midnight Ride of Paul Revere,” retells the story of a patriot who shouts a harrowing warning to his fellow colonists, “A recession is coming! A […]
Tax Reform and Tax Planning
I suspect that taxes are not high on anyone’s list right at the moment. I know it’s a busy time. Christmas shopping, holiday parties, tree trimming, family visits, and year-end […]
2017 Q3 Market Review: Markets Continue to Rise Despite Geopolitical Turmoil and Natural Disasters
This is our review of the markets for third quarter and year-to-date 2017. Long term readers know that we do not believe in making forecasts, instead commenting on cross currents […]
2016 Q4 Market Review: A Year of Thwarted Forecasts
This is our review of the markets for fourth quarter and year of 2016. As you know, we do not believe in making forecasts, but we comment on cross currents […]
Election Year Upset: The Trump Effect on Markets
I find that once again, rather than writing on the idea of financial plenty, thankfulness for that abundance and charitable giving, events in Washington, D.C. dictate that I discuss other […]
2016 Q2 Market Review: Brexit Creates Market Uncertainty
This is our second quarterly review of the markets for 2016. As you know, we do not believe in making forecasts, but we comment on cross currents influencing the markets. […]
2015 Q4 Market Review: A Churning Market that ends with a Whimper
This is our fourth quarterly review of the markets for 2015. As you know, we do not believe in making forecasts, but we comment on cross currents influencing the markets. […]
2015 Q3 Market Review: China Dominates the Headlines and Rate Increases get Deferred
This is our third quarterly review of the markets for 2015. As you know, we do not believe in making forecasts, but we comment on cross currents influencing the markets. […]