Articles

Shopping Small Wins Big

By |2020-10-16T16:34:34-07:00October 16th, 2020|

The reality for small businesses in the US is that the landscape is changing, but these shifts are also opening new opportunities and new audiences for business owners willing to adapt.

Unequal Impact, Unequal Recovery

By |2020-10-16T15:55:44-07:00October 9th, 2020|

Q3 2020 Market Commentary
A "K" shaped pattern recognizes the dramatic variation in recovery among different industries, demographics, and individuals, and highlights the current inequality in our economy.

Communication, Interrupted

By |2020-10-16T16:27:33-07:00October 2nd, 2020|

The recent presidential debate highlights the disruption of interrupted communication. In the markets, and in our personal financial lives, effective communication allows us to form expectations and act accordingly.

A Blue Sky

By |2020-09-25T16:16:20-07:00September 18th, 2020|

Does disruptive change lead to action or paralysis? Whether you fall into the ‘hold tight’ camp or the ‘embrace the change’ camp or somewhere in between, it is key that your financial resources can support your particular life needs.

What Tech Giveth, Tech Taketh Away

By |2020-09-16T13:41:51-07:00September 4th, 2020|

The market has been led higher by a small cadre of beloved stocks before. History shows us that not only has euphoria for a small group of companies existed in past moments, but these periods have occasionally lasted for extended periods of time before reverting to more reasonable levels.

Mindful Finance

By |2020-09-16T13:40:24-07:00August 19th, 2020|

Periodically taking time to review your financial situation can alleviate stress and give you a sense of control.

Beyond the Election Cycle

By |2020-08-20T12:00:20-07:00August 14th, 2020|

During the election cycle, people wonder how each candidate or political party will impact financial markets. The specific party in the White House impacts market returns less than many people would like to believe.

The Magic of Bonds

By |2020-08-20T12:00:48-07:00August 7th, 2020|

Bonds can play many roles in individual and institutional portfolios; we value them primarily for improving stability and – perhaps less intuitively – as a tool to enhance future growth.

The Real Estate Conundrum

By |2020-08-20T12:01:04-07:00July 31st, 2020|

Historically, real estate has been a reliable hedge against inflation. Whether it makes sense to invest in real estate right now is unclear; coronavirus has clouded that picture in unusual ways.