Every month, Rick Rieder – Managing Director and Head of Global Allocation Team for Blackrock – conducts a monthly call, where he shares pages of charts, data, and statistics that explain where markets have been and more importantly, where they are going. To help aid in understanding or perhaps to alleviate some of the confusion […]

Markets have certainly given all of us much to think about in recent months. After an astounding recovery from COVID-driven recession to a relatively calm 2021, we have been greeted with volatility, uncertainty, and very bearish sentiment as we wrapped up the first quarter of 2022. There are always uncertainties and variables in play in […]

During 2020, I wrote frequently about the investing landscape.  I even drew a picture to illustrate what we were facing as we crossed the “Valley of Uncertainty” (you can read the blog posts from May, June, July, and September) So where is our investor now?  I was anxious to put my artistic skills to work […]

Each quarter, we will share three things that we are keeping Top of Mind. After a demanding 2020, this quarter’s list includes some levity – as well as a useful tool for investors 1.       Sourdough Schoolhouse – Guilty as charged – I too jumped on the sourdough bread train during the early days of quarantine.  […]

One silver lining of 2020 is that we hear from clients far more than we used too! If there ever was a year we all need to talk financial matters out, 2020 was it! We are loving the frequent discussions, debates, and opportunities to work thru this challenging time together. We’ve heard some similar questions […]

Like many of you, I’ve had to come up with new ways to workout during the pandemic. I’ve switched from in-person spin classes to at-home rides using the Peloton app. For those of you not familiar, these rides are part workout/part media production, as the instructors take you thru ride prompts while also interspersing wisdom […]

I’ve been participating in a personal development course called “30 Days of Excellence.” I’ve always gravitated towards opportunities to learn and improve, and the group leading this effort are individuals I want to learn from. The leader of the group is Jesse Itzler, serial entrepreneur behind Marquis Jet and Zico Coconut Water. (If you want […]

Each quarter, we will share three things that we are keeping Top of Mind. This quarter, we are sharing some personal finance topics and reminders 1.) Mortgage Refinance – As interest rates remain low, it is a good time to review all debt you may have (including your mortgage) and determine if refinancing would be beneficial. […]

“Are we there yet?” When I was a kid, within about 20 minutes of any road trip, I would inevitably shout this question from the back of the station wagon. As we enter our sixth month of “life since COVID-19,” I’d venture to guess we are all asking ourselves this question in many areas of […]

If you are looking for a guiding light, read on! I recently re-read some market commentary from late 2019 (including my own) and it’s shocking to think of all we’ve been through in the investing world since those words were written. The world has been upended by a virus that is yet to be contained, […]