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.
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.
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.
Our founding partner, Kate Campbell King, reflects on the life of Justice Ruth Bader Ginsburg, the experience of understanding loss, and how we carry her legacy with us.
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.
Equity compensation in the form of stock options is a complex issue. Understanding the balance of risk and benefits will lead to a confident decision when considering a new job.
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.
Personal choices about savings and spending are affected by but independent from national fiscal policy. It is a matter of knowing what spending – and when spending – will bring you the most value.
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.
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.
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.