Coronavirus – Part 2
While we’ve already written on coronavirus a few weeks ago, it seems the virus is still not contained and is wreaking havoc across the globe—and in financial markets as well with the S&P 500 falling by over 3% today. Through
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Investing Early
Nothing seems to go by faster than the time does watching children grow. As most parents can agree, it is bitter sweet to see our little ones transition from one milestone to the next …. Or let’s be honest, in
Raise Your Performance
This week marks the end of a very fun, very tiring, and very rewarding basketball season as coach of the Fresta Valley middle school girls basketball team. I’ve spent the past few evenings writing notes to each of my players,
Borrow or Use Cash?
Thank you to one of our loyal readers for the suggestion of this topic! It’s a good question and one we get a lot from people, especially those nearing or in retirement. And, it usually involves whether or not to
Can the Market Shake the Flu?
This week, Nathan and I are attending one of our favorite conferences Inside ETFs—the conference is filled with all kinds of exciting sessions such as “The Non-transparent ETF Revolution and the Inevitable Adoption” and “Beyond the FAANGs: Understanding Technology Subsectors”—it’s
A Positive Influence
Last week, my son was fortunate enough to get to practice with two Washington Capitals hockey players at the Capitals’ practice facility in Arlington. The entire Piedmont Predators under 10 group was able to participate, and I think it’s safe
A Picture is Worth A Thousand Words
So, let’s count this blog post as 3,000 words long since I have three great pictures… We are busy with writing our client letter and assembling our quarterly economic review, instead of a lengthy blog post this week, we wanted
SECURE?
The Setting Every Community Up for Retirement Enhancement act (SECURE act) has been receiving a lot of press lately, and deservedly so. The act does make some significant changes to the rules around IRA contributions and distributions, and the House
Twixtmas
The week between Christmas and the New Year is a little disorienting—internet memes abound: On this last day of 2019, we are caught in a little bit of Twixtmas too—we could look back and write about how amazing 2019
Elf
To follow up on Nathan’s post from last week, I hate the Elf on a Shelf. Ours arrived a few years back and was especially clever, hanging paper snowflakes in the kids rooms, staging elaborate battles with other stuffed animals,