Friday Reflections

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.

The Role of Relief Rallies

By |2022-11-04T14:21:57-07:00October 21st, 2022|

It is human nature to assume that a current trend will continue unimpeded and that equity prices will continue to fall without relief. Reality rarely unfolds in such straight lines.

For Whom the Earnings Bell Tolls

By |2022-10-14T16:46:04-07:00September 30th, 2022|

The question facing investors in the near term is how to interpret the interconnectedness of the broad economy when presented with quarterly earnings data from a single company.

Precarious Expectations

By |2022-09-30T14:16:48-07:00September 16th, 2022|

Investors often expect the status quo to continue indefinitely but markets can change course rapidly. There are measurable benefits to balancing historically-rooted optimism and a timeframe that extends beyond the present moment.

Power of Attorney: A Caretaking Role

By |2022-08-26T15:25:31-07:00August 12th, 2022|

Being power of attorney for someone is a fiduciary responsibility, and it’s not one we should agree to lightly. We agree to serve because it means taking care of someone we love when they can no longer care for themselves.

A Recession by Any Other Name

By |2022-08-19T14:18:53-07:00August 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.

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 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.

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.