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 that are going up all of the time, and for the most part, that’s exactly […]

With the beautiful weather this past weekend, Jonathan and I tackled our first major project in a very long time.  We built a raised bed garden with deer netting and a hinged door—here is the finished product: We usually don’t do projects together—it’s not great for our marriage.  We just have different ways

More so now than ever do I believe the theme of “finding balance” is playing a key role in all of our lives.  The economy, financial markets, and life itself seem anything but in balance.  And while that might be true, we continue to seek some balance between our jobs, our families, children’s schoolwork, our

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 more pessimistic outlook believe that it will take longer than those with

It has been a challenging couple of months, and I was thinking through how wild it has been (January seems like forever ago!). Here is just a collection of things we’ve seen personally and professionally (they sort of all blend together when you work from home) during the past several weeks… In no particular

With most of the world in lockdown or the mandate of stay-at-home orders for the last couple of months traveling, daily commuting, and the production and manufacturing of certain goods has been put on pause – air pollution seems to have died down more than any time we have seen.  And while this is temporary

We wrote a couple of weeks ago about the CARES act in another pun-titled post called “Care for a summary?” It contained a great summary of the bill and what is contained within. For obvious reasons, much of the focus on the CARES Act has been on the cash payments and the interest free (and […]

With stay-at-home orders in place throughout the country for the rest of the month, it seems as if we may have a fair bit of spare time on our hands in April. We hope you are all staying safe and healthy, and we wanted to share a few tips for sorting and filing your paperwork […]

Life as we know it right now is in a strange state of trying to maintain some resemblance of normalcy as we develop new routines and readjust our daily habits. (On a personal note, I have an even GREATER appreciation for all of the teachers and childcare providers out there.) We truly are living through […]