Economic Perspectives December 2019
"Whenever You Find Yourself on the Side of the Majority, it is Time to Pause and Reflect." In our last letter we noted that the length of our current economic expansion had moved into record [...]
Economic Perspectives September 2019
“It’s Déjà Vu All Over Again” That famous quote attributed to baseball legend Yogi Berra could just as easily apply to the stock market today. In fact, it strikes us that many of Mr. Berra's [...]
Economic Perspectives June 2019
Economic Strength with a Dose of Uncertainty During the first four months of 2019, the S&P 500 advanced almost 18% as stocks quickly snapped back from the dive they took in the final quarter of [...]
Economic Perspectives April 2019
Fear Recedes as Quickly as it Arrived During the first quarter of 2019, the S&P 500 advanced 13% as stocks quickly snapped back from the dive they took in the final quarter of last year. [...]
Economic Perspectives March 2019
Volatility Returns with a Vengeance Financial markets tested investor resolve as volatility began surging in the final quarter of 2018. Nearly steady gains through the first three quarters of the year produced a 9% rise [...]
Economic Perspectives October 2018
Seeing the Forest through the Trees The most challenging aspect of being a good investor is removing emotion from the decision-making process, and recent “breaking headlines” have thoroughly tested that resolve. The old adage about [...]
Women and Retirement Planning
Women face special challenges when planning for retirement. Because their careers are often interrupted to care for children or elderly parents, women may spend less time in the workforce and earn less money than men [...]
Don’t Confuse Your Divorce Legal Professional with Your Financial Advisor!
Confusing your divorce legal professional with your financial advisor can be an expensive mistake. While an attorney or mediator can help you navigate the many legal aspects of separating property, a financial advisor can help [...]