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Market Commentary
Quarterly Insights: October 2018
The U.S. stock market continues to soar. As we write, the S&P 500 Index is near all-time highs. For the past six months, returns have been positive. F...
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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...
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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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