Blog

We know that many clients and friends in our communities are charitably inclined. We have frequently written and spoken about the […]

Inflation has shot to the top of investors’ list of concerns after an April Consumer Price Index (CPI) report was […]

While writing our quarterly review this time last year, the stock market was beginning a recovery following a ferocious decline […]

For many families, helping to fund college expenses is a major financial goal. According to reports from The College Board, tuition […]

In 2020 we saw a new resurgence in an old investment vehicle called a SPAC. SPAC stands for Special Purpose Acquisition […]

Consumer spending is the life blood of the U.S. economy and policymakers devoted much of 2020 to bolstering future demand.  A […]

It seems not a day goes by without various news outlets talking about Bitcoin and digital currencies. It’s reminiscent of […]

In 1985 we were introduced to Doc Brown, Marty McFly and their retrofitted DeLorean time machine in the movie Back […]

Not many people are talking about emerging markets (EM) lately but that may be about to change. For a long […]

Morgan Housel’s The Psychology of Money was released in early September and IT IS EXCELLENT. Housel delivers twenty chapters that can be […]

We continue to hear commentary that suggests certain parts of the market look and feel a lot like the tech […]

Election day is finally here folks! Probably like you, we are a little bit tired of reading and talking about […]