Resources

Coronavirus & the Market

The novel coronavirus has been causing fear and panic around the world over this last month. According to the World Health Organization (WHO), the coronavirus

SECURE Act

In the last weeks of December, the Senate voted 71 to 23 to pass the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The

Impeachment and the Market

This week, President Trump achieved a somber distinction as the third President in the history of the United States to be impeached. Trump has famously

Revisiting Investment Philosophy

The Great Recession in 2009 was the largest market downturn the stock market experienced since the Great Depression in 1929. Since then, we’ve had 10

LOOKING TOWARD 2020

Those who are mad at Costco for bringing out the Christmas decorations before Thanksgiving are really going to be infuriated with me now. Yes, the

End of Year Planning

What a surprise! We’re close to the end of the year already, and Christmas trees are sprouting up in the malls and stores. Before you

Market in Review

If you’ve looked at your investment statements lately, you might see zig-zag returns in the Quarter to Date (QTD), Year to Date (YTD) and one-year

Negative Interest Rates?

A year ago, market analysts predicted that bond yields had nowhere to go but up. Lo and behold, the yield on the 10-year Treasury note

Short-Term Uncertainty, Long-Term Gains

The roller-coaster politics of this last week have left many investors uncertain about how politics affect long-term investment decisions. President Trump famously tweeted that the

Bonds Have Their Day In The Sun

As a reward for not panicking during the Great Recession in 2008 and 2009, investors have been blessed by one of the longest market rallies

Coronavirus & the Market

The novel coronavirus has been causing fear and panic around the world over this last month. According to the World Health Organization (WHO), the coronavirus

SECURE Act

In the last weeks of December, the Senate voted 71 to 23 to pass the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The

Impeachment and the Market

This week, President Trump achieved a somber distinction as the third President in the history of the United States to be impeached. Trump has famously

Revisiting Investment Philosophy

The Great Recession in 2009 was the largest market downturn the stock market experienced since the Great Depression in 1929. Since then, we’ve had 10

LOOKING TOWARD 2020

Those who are mad at Costco for bringing out the Christmas decorations before Thanksgiving are really going to be infuriated with me now. Yes, the

End of Year Planning

What a surprise! We’re close to the end of the year already, and Christmas trees are sprouting up in the malls and stores. Before you

Market in Review

If you’ve looked at your investment statements lately, you might see zig-zag returns in the Quarter to Date (QTD), Year to Date (YTD) and one-year

Negative Interest Rates?

A year ago, market analysts predicted that bond yields had nowhere to go but up. Lo and behold, the yield on the 10-year Treasury note

Short-Term Uncertainty, Long-Term Gains

The roller-coaster politics of this last week have left many investors uncertain about how politics affect long-term investment decisions. President Trump famously tweeted that the

Bonds Have Their Day In The Sun

As a reward for not panicking during the Great Recession in 2008 and 2009, investors have been blessed by one of the longest market rallies