Friday Reflections

Engaging with Aging, Part I

By |2023-06-02T14:23:14-07:00June 2nd, 2023|

Gradual changes in our physical and mental abilities, coupled with changes to our social landscape, bring many to consider a more dramatic change: – should they move to a residential community that provides built-in care services and new social opportunities Or should they stay in their home?

Debt Ceiling Déjà Vu

By |2023-06-02T14:13:19-07:00May 26th, 2023|

We recognize that the debt ceiling is a negotiation, and classic public negotiation tactics should be expected. While headlines can make it tough to find reasons to be optimistic, it’s helpful to look to the historical patterns of similar negotiations to put current events into context.

Missing the Forest for the Trees

By |2023-05-26T13:58:54-07:00May 12th, 2023|

Understanding how global economic systems affect global ecosystems allows for better economic and financial decision making. Together with consumer demand and policy changes, investors have the ability to influence our efforts to protect the environment through financial allocation.

Leaving a Personalized Legacy

By |2023-05-12T15:46:12-07:00May 5th, 2023|

To personalize your legacy, take a step forward with your estate planning, adopting an attitude of contemplation as you mentally meander through what you want and what you don’t want.

Straight-Line Thinking

By |2023-05-12T15:47:08-07:00April 28th, 2023|

It is human nature to assume the present landscape will continue unchanged. This straight-line thinking can impede our ability to make decisions about a future that is constantly in flux.

When Credit Gets Crunched

By |2023-05-05T16:24:30-07:00April 21st, 2023|

Businesses and consumers are finding it increasingly difficult to get new loans, and the impacts of a full-fledged “credit crunch” are becoming visible.

Resiliency in a Messy Reality

By |2023-04-21T15:10:22-07:00April 7th, 2023|

Q1 2023 Market Commentary
It is a collaboration with our clients that spans technical details, emotional needs, and the irrational and unexpected elements of life goals that makes possible the process of determining the path forward.

Investing in a Changing World

By |2023-03-24T15:09:17-07:00March 10th, 2023|

ESG is not a cure-all for the environmental or social challenges we collectively face. It can, however, serve as a valuable tool for investors to reduce specific portfolio risks and align their investments with a changing world.

Moving House

By |2023-03-17T14:39:15-07:00March 3rd, 2023|

There will always be unknowns when embarking on a big move to a new state or country, but it will be smoother – and more exciting – when you take the time to plan in advance.

The Return of Reasonable Alternatives

By |2023-03-10T12:49:58-08:00February 24th, 2023|

Markets are starting this year from more reasonable valuations and with bonds yielding stronger income than prior years. This balance should benefit patient investors and diversified portfolios as they navigate short-term storms and begin rebuilding portfolio values.

A Welcome Sight

By |2023-02-24T14:18:17-08:00February 10th, 2023|

The economic and market landscape still includes plenty of uncertainty, but it is a welcome sight to see portfolios rebuild some value early in the year.

A Wandering Market

By |2023-01-20T14:19:12-08:00January 20th, 2023|

Financial markets can have phases of directionless wandering as investors await more information. We may be in one of those moments right now.

Finding Inflation’s Silver Lining

By |2023-01-13T13:06:10-08:00December 16th, 2022|

As inflation emerges from a long hibernation, the impact on consumers is acute. It's important to acknowledge that inflation has been a normal and recurring part of economic growth throughout history - and can have some silver linings.

When Good News is Bad News

By |2023-01-06T13:37:48-08:00December 9th, 2022|

Market movements can feel chaotic over the short term, and the noise of daily market headlines can make investors question whether the historical patterns of growth will continue to hold true.

Moving From Innovation to Trust

By |2022-12-16T13:46:38-08:00December 2nd, 2022|

The stakeholder-centric lens is an important innovation to the capitalist structure. It is also an important counterpoint to the shareholder-centric profit concerns that dominate the early development stages of the technical innovations that drive economic growth.

Midterms and Markets

By |2022-12-09T13:51:19-08:00November 18th, 2022|

While financial markets may breathe a sigh of relief following midterm election results, the present reality is that ongoing concerns about global recession, high inflation, and tighter central bank policies could limit the enthusiasm of any post-election rally.