This Isn’t Fun…but

Financial Planning

Regardless of your geographic location, you’re aware that our world continues to face a myriad of uncertainties.  Geopolitical and armed conflict, market volatility, inflation, and a host of economic data points dominate the 24/7 news cycles.  What are we to make of...

Where Do We Go From Here?

Financial Planning, Market Analysis

In unfortunate but typical fashion, September was a rotten performance month for the S&P 500 ending the month down over 4.5%.  I’m reminded during decreasing account values that many of us fall into the temptation of losing sight of the big picture; specifically,...

What’s In Store for 2022?

Financial Planning, Market Analysis

            Where did 2021 go?  Much can and has been written about the cultural, political, and social challenges facing our country last year, not least of which is the ongoing global pandemic.  Despite these challenges, the global equity soared to an increase of...

The Market Is Going to Drop

Market Analysis

What I’m encouraged about: The U.S. consumer is still strong.  There are nearly two jobs available What I’m keeping an eye on Reduce exemption on estate tax ($5.5M).  Dropped attack on step-up in cost basis in capital gains.  Capital Gains rates may still be going...

What’s in Store for 2021?

Financial Planning

        2020 was difficult.  I am grateful to welcome 2021 and the new beginning it represents.  As you may predict by now, any perspective on what 2021 will bring in terms of market performance is mere punditry.  In the words of Oaktree Capital Management founder,...