Each time a U.S. presidential election approaches, we revisit with clients our views about the impact on our investment outlook and portfolio positioning. Here is a quick review of how we think about elections in general within the context of
I realize this blog title could pertain to a lot of things going on in our world right now. In fact, it probably could be reversed to, ‘Insanity Now, Serenity Later.’ At least, I certainly hope there’s some serenity later
When most people think about investing in stocks, they tend to think in terms of buying a stock at a low price and selling at a higher price. This is certainly the goal whenever buying a stock, but what many
I know I have touched on this topic before, but we have come across a couple of cases recently where clients have failed to name beneficiaries on their IRAs, or they have named their estate as the beneficiary. Both situations
This past weekend, my family and I headed into Shenandoah National Park for a camping weekend. It was very nice to get away to nature and have no choice but to be out of cell range. I think it was
If you own shares of a publicly traded company or fund, you have likely received a proxy statement and/or proxy card whether you know it or not. They are often mailed in the form of thick envelopes that look intimidating
At my house, waking up early has become somewhat of a rarity. That’s not something I thought I would ever say with three young children, but it has in fact happened (rejoice!). Dear parents of very young children, sleep depravity
Bonds Are Boring (but effective) For most of the five years that our firm has been in existence, many of our clients asked why they own any bonds at all. It is human nature to want to invest in things
It’s difficult for us in the investment community to avoid the topic/question of market recovery and when it will occur. Regardless of how you view the current situation surrounding the pandemic, recovery will occur at some point. Those with a
In times like these, it feels like you should do SOMETHING drastic. Hoard toilet paper, hand sanitizer, water and other perceived “doomsday” goods. In reality, it’s the small things that we can all do to help each other and ourselves.