Addressing our mortality, and the gradual lack of capacity that often precedes it doesn't rank on our favorite things to do. Starting conversations early paves the way for specific problem solving when issues arise and can create peace of mind.
Transitory disruptions to the global supply chain persist and the impact on long-term valuations grow as investors question how companies will recover and protect their profits against future disruptions.
Response to our worsening climate crisis is complex and gradual. For clients interested in climate friendly investing, we focus on a number of ways they can choose financial security while having an impact with their investments.
There are four primary avenues to paying for college: scholarships, student loans, work-study, and savings. Many families' college cash flow plans include several of these options, and each has different lessons for parents and children.
The prevailing story in the markets over the past year has been economic recovery, pandemic progress, and Fed support. The story has supported price growth but hinges on a “just right” middle path to keep those three pillars in balance.
Q2 2021 Market Commentary Global economic activity has picked up over the last three months, reflecting pent-up demand but still faces several road bumps as the pace of recovery varies between nations.
In a showing of bipartisan support, the US Senate voted for the Innovation and Competition Act. It provides widespread support for research and development in technology and science, representing a long-term view that will hopefully drive needed patterns of change.
Life is full of tipping points, and change isn’t always smooth and linear. Response to certain crises can take much longer to develop than expected, and when it does coalesce, change can occur faster than anticipated. Rapid change may be coming for the oil industry.
A successful transition to retirement must express your values. Understanding the motivation behind your decision, and being prepared for how you will spend your time post-retirement, are key steps to achieving a fulfilling retirement.
Tax rates and mortgage rates are both on the rise. For some investors, these shifts may indicate negative trends for market prices and economic growth. If we zoom out for perspective, history tells us that these increases may not be such a bad thing.
Many industries have been unprepared for rapid surges in demand caused by the pandemic. Notably, the lumber and microprocessor industries find themselves rationing scarce quantities through higher prices.
One method of gaining perspective when faced with overwhelming data is to zoom out and understand how recent activity fits into a larger pattern. By doing this, we can gain a better understanding of the ‘relative progress’ during the pandemic versus the ‘absolute progress’ over a longer timeframe.
Cryptocurrency is an evolution of money that currently hinges on its ability to solidify widespread trust in its functionality as a store of value and a medium of exchange. Trading platforms like Coinbase may add legitimacy and security to ownership of cryptocurrency.