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 […]

“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 […]

View fullsize Many investors are still flying high after a very successful 2019. Returns for virtually all asset classes were above average in the year, coming off of a challenging end to 2018. Chart shows the returns by asset class for the year (click on chart to enlarge). Below are some key items we are […]

Each year, Charles Schwab & Co., Inc. hosts a conference for investment advisors that custody assets on its platform. Pam just returned from the 2019 conference. Here are a few themes that were woven throughout the various sessions: 1. ) Remain vigilant: with markets reaching all-time highs during the conference, it’s fair to say that […]

Here we are again…after months of volatility and discussion of an impending recession, many markets have once again reached all-time highs. Such a sharp turn upward to asset prices in 2019 has many once again asking, “what now?” Here are a few things we are keeping in mind as we serve our clients in this […]

What is happening? August is traditionally a slow month – as we ease from summer fun back into the routineness of fall. Not this year, at least as it relates to the markets. In case you’ve tuned out business news for the past week, here is what you’ve missed: *What goes up is coming back […]

If you’re feeling a bit of motion sickness from the markets over the past eighteen months, you are not alone. Markets have been on a bit of a roller coaster – now returning to the same platform where we all got on the ride, with the market recently crossing over to all time highs. But […]

Remember Tug of War?  Something tells me you may have played on the playground or at a family reunion.  Split into two groups (ideally of equal strength), pick up your respective ends of the same rope, and pull as hard as you can.  Eventually, one group prevails – whether it be due to momentarily greater […]

Summer has finally arrived.  There is a seemingly endless list of things to do and places to be – leaving even less time than usual to focus on your money and the markets.  What key items should you be paying attention to?  We suggest keeping your “eye on the TIGER” – Trade, Interest rates, Growth, […]