I had a great discussion this week with clients about the constant nature of risk in investing The topic came up as we were talking about the wild ride we’ve been on in 2025 and how the market has once again reached all time highs – despite a laundry list of risks that remain well […]

If you’ve been following the news lately, there is considerable coverage of the Administration’s desire to lower interest rates – which has been largely messaged as a campaign to replace Fed Chair Powell with another Fed Chair who would possibly be more amenable to lowering interest rates. President Trump visited the Federal Reserve offices today […]

There are a lot of new topics to keep track of these days in the world of investing – the world is getting increasingly complex and so are investment vehicles! A client asked about one such “new” investing invention – stablecoins. Let’s take a look. A stablecoin is a type of cryptocurrency (ie: a digital […]

Exchange Traded Funds (ETFs) have exploded in popularity over the past decade. These investment funds hold a collection of assets (cash, stocks, bonds, commodities, etc) and are commonly designed to track the performance of a certain index or sector. Unlike their predecessor in retail investing (mutual funds), ETFs can be bought and sold on a […]

Don’t look now but after a harrowing few weeks earlier this year, US equity markets sit at (or above) all time highs depending on which index you are tracking. Market commentators are once again discussing the many reasons they “knew this was coming” (sidenote- they did not) and discussing why markets will march higher from […]

Don’t look now but as of the time I’m writing this post, US equity markets are fast approaching new all-time highs. I know – that is hard to believe after what we went thru just a few months ago. The recovery off the April lows has been staggering – yet remains a very hated and […]

I’m endlessly amazed (and amused) by the acronyms that market participants come up with. Anyone remember what FANG, BRIC, and/or TINA stood for? Well, don’t worry about those because there is a new acronym starting to take hold. It’s a catchy take on a favorite food – TACO.. which stands for “Trump Always Chickens Out” […]

I’ve received a few questions this week about the recent downgrade of the US. Let’s take a look. Earlier this week, Moody’s (a credit rating agency in the US) downgraded the United State’s credit rating to Aa1 (one level below the highest available AAA). Moody’s was the last of the three major credit rating agencies […]

I talked with a few clients this week about my top five takeaways from the Berkshire Hathaway annual meeting this past Saturday. Here is the list! 1.) Remember your good fortune – I’ve always respected the pride and appreciation Warren has for his good fortune – namely the fact that he was born in an […]

I talked with a client this week about a “hot topic” in the news as of late – what exactly is a recession? This is an important topic to understand so let’s take a look. Before diving into recession definition, let’s look at the broader business cycle. This chart does a nice job showing the […]