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 […]

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 […]

“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, […]

Here we are.  Still crossing the figurative bridge (read earlier posts here and here) over a vast valley of uncertainty.  We’ve come a long way in our journey, enduring global economic shutdown, skyrocketing unemployment, considerable strife and tragic loss of human life, and seemingly never ending uncertainty about what comes next. Even though life seems […]

When the quarantine first began, I knew that I needed to establish some habits to keep myself grounded.  One of those habits was a daily gratitude practice (I use the Five Minute Journal).  The journal has many daily prompts, one of which is “Daily Affirmations: I am ____________.”  Recently, I looked back at my entry […]

Throughout the past few months, as I think about markets and investing, I’ve had an image in my mind’s eye. It’s that of the iconic Bixby Canyon bridge in Big Sur, California . As you wind your way down the coast of California on Highway 1, this bridge spans a staggeringly deep valley that plunges […]

“When will this end?” “Has the market reached its bottom yet?” “Could asset prices go higher? “Could asset prices go lower?” “What else will the government do?” “How will the virus progress from here?” These are just a sampling of the questions I’ve been discussing with clients over the past months as the COVID-19 situation […]