A Recession by Any Other Name

By |2022-08-05T14:58:38-07:00August 5th, 2022|

Although there’s confusion around the definition of a recession, it’s helpful to remember that periods of economic slowdown – whether they are officially deemed a recession or not – are a normal part of the economic cycle.

Mindful Finance

By |2022-07-29T14:46:12-07:00July 29th, 2022|

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

Double-Edged Dollar

By |2022-08-05T13:23:52-07:00July 22nd, 2022|

Similar to other assets, currency markets have cycles and are sensitive to the near and intermediate-term outlook for the global economy. As the US dollar gains strength on global markets the results of the appreciating currency remain complex.

Sharing the Power (of Attorney)

By |2022-08-05T14:20:37-07:00July 15th, 2022|

Naming a good power of attorney and sharing your wishes, values, and financials with them will ease the transition into sharing control of critical aspects of your life and provide peace of mind.

The Art of Community

By |2022-07-15T14:01:50-07:00July 8th, 2022|

Seven years, and twenty-three shows later, we celebrate the shared experience of love and appreciation for art in our local community and the integral part it plays in who we are as a firm and why the intersection of art and community matters.

The Tedious Middle

By |2022-07-15T14:02:24-07:00July 1st, 2022|

Q2 2022 Market Commentary
Reflecting on past periods of economic and political turbulence won’t provide a precise roadmap for the current moment, but it can provide a comforting reminder about the longer arc of progress.

The Patience of Incremental Change

By |2022-07-08T11:02:50-07:00June 24th, 2022|

Investments can't change everything, but they provide a form of action when we are otherwise overwhelmed by climate change or the need for equity, and they are the language through which our country expresses itself.

Illuminating the Next Chapter

By |2022-07-01T09:45:06-07:00June 10th, 2022|

At its core, cash flow planning is about helping us make better decisions. It involves organizing our financial life into something comprehensible and then looking into the future to understand the range of potential outcomes.

Change Under the Surface

By |2022-07-01T09:46:05-07:00June 3rd, 2022|

Being a long-term investor means tolerating periods of uncertainty, and knowing that they will also lay the foundation for the growth that will follow.

From Reaction to Action

By |2022-07-29T14:47:40-07:00May 27th, 2022|

In the initial moment of reaction, complex emotions compete with the sense that there are many decisions to be made, whether personal or financial.

The Pace of Change

By |2022-05-13T15:39:23-07:00May 6th, 2022|

The current pace of change has disoriented investors and put downward pressure on prices and this volatility may not subside in the short-term.

A Lot Can Change in a Quarter

By |2022-06-30T11:42:52-07:00April 1st, 2022|

Q1 2022 Market Commentary
We expect commodity prices to remain elevated in the near term and any recovery in stock and bond prices to be tempered while investors reevaluate growth expectations in a less interconnected world.

Being a Money Person

By |2022-07-20T16:06:41-07:00March 25th, 2022|

We are all money people, each with a unique money story. Understanding your story is critical to effectively engaging with financial decision-making.

Patience Amidst Inflation

By |2022-03-25T14:34:12-07:00March 18th, 2022|

Inflationary pressures on consumers are likely to persist in the near term. As we look past moments of heightened market volatility, remaining invested and diversified has provided the most resilient outcomes for our clients.