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

It’s the week of doctor’s visits at the Yakel household…these two handsome guys just had birthdays and have each had wellness checks to be sure they were growing up healthy: While annual checkups are just a part of life, they

As you are probably already aware, stocks have had a strong rally since a very difficult end to 2018. Not surprisingly, this spooked a lot of retail investors (the average investor) and equity (stocks) fund outflows have been sharply negative

The Yakel household is very quiet this week, as I’ve just returned from visiting my parents in Williamsburg, and leaving my kids down there with my parents. That was on purpose and prearranged…God bless my folks…they are in for a

Recently for our family, the dog days term is quite literal. After minimal consultation with yours truly, our family entered the world of dog ownership. We welcomed little Daisy to our world this past Saturday. She is a French Bulldog