Writings

My goal for these blog posts is to provide useful information so that you can make more accurate decisions. Below are some basic definitions that I found helpful from a book called “Investment Management: Portfolio Diversification, Risk and Timing – Fact and Fiction” by Robert Hagin: Facts & data are both descriptive measures of things…
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Market Review Third quarter performance was strong across every asset class we track led by Emerging Market stocks [international small countries] (+10%) and U.S. stocks (+8%). While geopolitical tensions continued to generate headlines, corporate earnings came in better than expected with quarterly earnings for the S&P 500 coming in much better than expected at +11%…
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Time is your friend Finance folks love to talk about exponential growth. It’s compound interest. Interest on interest. It’s your money making money on its money. You start with $100 and then earn 10%. Now you have $110. Another 10% gets you $121. Then $133…on and on until the numbers get huge. For us visual…
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Market Review It seems hard to believe now that we’re sitting at or near all-time highs again for U.S. equities. As recently as April 8th, this year had gotten off to the fourth-worst start (down 15%) of any year since 1928. The past few months have been another great reminder of how quickly things can…
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Over the years, we’ve gotten to have many conversations with folks who are looking to hire a Financial Advisor.  It can be an arduous and confusing process and we’ve heard from all types of people looking for different things. While we’d love to help everyone, we aren’t always the best fit (e.g. one person asked…
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