Necessity – The Mother of Invention

By |2020-11-20T15:40:25-08:00November 20th, 2020|

The vaccine announcements provide hope for the resumption of robust economic activity, but the market and the country will need to navigate a hard winter before the distribution process is functionally underway.

The Next Phase

By |2020-11-20T15:41:03-08:00November 13th, 2020|

We believe a new phase of market growth will result from adaptation as we enter a new economic landscape.

The Value of Uncertainty

By |2020-11-20T15:41:35-08:00November 6th, 2020|

Certainty has value. Uncertainty has potential. The balance of the two is vital to our continued growth, both individually and as a community.

Optimism Fatigue

By |2020-11-13T14:26:51-08:00October 30th, 2020|

The worsening pandemic and uncertain financial markets are causing optimism fatigue. The key to fighting this fatigue is consistency in approach and taking a long-term view.

Beyond the Election Cycle

By |2020-10-30T15:42:26-07:00October 25th, 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.

Taking In The View

By |2020-10-30T15:41:05-07:00October 23rd, 2020|

There is anxiety about the near future and how it will affect financial markets. It's important to remember that short term variation is usually reversed at some point, averaging out to create consistent longer term results.

Shopping Small Wins Big

By |2020-10-23T16:39:32-07:00October 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 |2020-10-20T09:36:06-07:00October 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.