Featured Post Market Commentary

Playing Defense

With summer vacation season coming to a close, the stock market back within striking distance of its highs after a bout of volatility early in the year, and the economy by most measures firing on all ...
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Market Commentary

Playing Defense

With summer vacation season coming to a close, the stock market back within striking distance of its highs after a bout of volatility early in the yea...
Read More
Manage Wealth

Giving Under the New Tax Law: Tax Cuts and Jobs Act of 2017

We can only either spend or save the income we receive. And, since you can’t take it with you, income that is initially “saved” must eventually be “sp...
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Grow Wealth

How to Invest in a Temperamental Market

"In the short run, the market is a voting machine but in the long run it is a weighing machine." —Benjamin Graham After an eventful first quarter of ...
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Market Commentary

Quarterly Insights: July 2018

Several of the themes discussed in our previous quarterly review remain relevant. While 2017 produced a very strong, and calm, domestic stock market, ...
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Market Commentary

The Great Unwind

Flash back ten years ago to late 2007 and early 2008. George W. Bush was serving his second term as President. Crocs were in style. The new Apple iPho...
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Grow Wealth

A Very Short Course in Behavioral Finance

Behavioral finance is the study of traditional finance theories coupled with the study of psychology. Three Nobel Prizes in economics have been awarde...
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Manage Wealth

Call to Action: Let's Talk to Our Kids About Money

Give your children money, and they'll usually find a way to spend it. Teach them how money really works, and they can change the world. This modern-da...
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Grow Wealth

Corporate Tax Reform and the Pursuit of Value

One of the most widely accepted principles of investing is that the intrinsic, or fundamental, value of an investment equals the present value of all ...
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Market Commentary

Market Outlook: Volatility Returns

The market outlook published in the June 2017 edition of this newsletter examined the relative calmness and lack of volatility, or dispersion of retur...
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Manage Wealth

Protecting Our Assets as We Age

Much has been written and said about our aging population, about the retirement of boomers, and about the fact that many of us are living longer than ...
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