Blog

Monday, May 3, 2021

Believe It or Not... the Market Should be in a Bubble. Here are some reasons: Interest rates have been at or near generational lows for almost a decade. The housing market is somewhat overheated. Households have some of the most robust...

Friday, April 23, 2021

The Math of Equity Equation It has been very apparent that even with interest rates being so low, even with a slight rise, equities are affected. The Nasdaq fell in February and March. The primary catalyst was a backup in the 10-Year...

Tuesday, March 30, 2021

Rising Rates and the Bond Market Sell-Off I have received many questions on what wrong with the stock market. Quick answer bonds and interest rates. As interest rates go up, growth stocks go down. This happens because growth stocks...

Tuesday, March 23, 2021

Inflation has returned. I haven't factored in the effects of inflation on portfolios for almost ten years. However, like the famous line from The Terminator, "I’ll be back." Lumber is up 200 percent. If you have filled your car...

Wednesday, January 6, 2021

Every year, I write a letter to our clients. This is the hardest letter I've ever written. Download it here: TheFutureAintWhatItUsedToBe

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Tuesday, December 15, 2020

Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill.The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq Composite index...

Friday, December 4, 2020

As an investor, it can be tempting to get caught up in daily news headlines. Consider how news about the election and COVID-19 vaccines have moved the markets over the past several weeks. But having a financial strategy can help you...