Category

Financial Planning

Recovery Will Come (+ Be Like Mike)

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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

Reflections

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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

The Wide World of ESG Investing

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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

Who C.A.R.E.S.?

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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 […]

Spring Cleaning

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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 […]

Care for a summary?

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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 […]

Status Check

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*Note: Click on graphics to expand It has certainly been a challenging month for all of us.  “Normal life” has screeched to an abrupt halt as we all attempt to navigate the current health crisis.  These are historic times as schools, restaurants, bars, and shops close to contain the spread of Coronavirus.  And,

DO Something

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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. From The Daily Dose by Timothy McGeeney: Do the Five: HANDS – Wash Then

The Give and Take of Risk and Return

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With everything going on in the world and the markets right now, the word “risk” has seemed to take center stage.  But it got me thinking, isn’t some level of risk always there? So I thought it timely to get back to the basics and revisit what risk means as an investor, how it correlates […]