With over a month of school behind us, grades are starting to come in for Yakel kids—for the most part, it’s all good news.  Everyone’s doing ok for first quarter—except Melanie…she’s working on pulling up her C in PE!!   Apparently,

As investment managers, we are constantly trying to walk the line between risk and return. And, more importantly, we are trying to find the right mix for our clients’ particular situation. Typically, the more risk you take, the more return

A few weeks ago, my low tire pressure light came on as I was driving the kids to school.  I stopped quickly, topped off all the tires, and kept on heading to school.  After I dropped the kids off, the

Lately, some of our clients have been asking us why their account is not performing as well as the S&P 500 so far this year. It’s certainly a valid question, but it misses the point of what it means to

Unlike Nathan’s children that had to start school this week, our kids don’t go back until after Labor Day. –The Gilbert kids not at the beach So, to squeeze the last bit of summer fun in, we are spending some

If you follow the financial headlines even a little bit, it would be hard to miss all of the recent attention focused on the yield curve. Why? Mainly because an inversion in parts of the yield curve have been predictors

It’s tough to fight against an innate instinct.  Nature is filled with examples of instincts at work—animals have extremely strong predator or prey behaviors, as anyone who has ever been dragged by their dog chasing a squirrel can attest… …or

Yesterday gave us another unfriendly reminder that stocks can be volatile. Investors continue to focus on the US-China trade war, which escalated even further on Monday. As a result, the S&P 500 lost about 3% of its value. That’s the