Remaining Calm in Times of Uncertainty

March 2, 2022

After a relatively tranquil and upwardly moving 2021 in the stock market, 2022 is off to a rocky start, further exacerbated by Russia’s historic invasion of Ukraine, which started the worst land war in Europe since World War II. Read more

Fortune Favors the Disciplined

February 8, 2022

After seeing markets close at or near an all-time high in late 2021, 2022 is off to a rough start. Interest rates are set to rise, inflation has been more persistent than initially forecast, Omicron put a damper on the holiday season, new geopolitical risks are looming, and Washington’s Covid stimulus measures appear to be drying up. Read more

Finding Inflation’s Footing

November 8, 2021

It seems like people are whispering about inflation everywhere you turn, and it’s for a good reason. Rising prices have the power to eat away at your purchasing power and erode the value of your assets. Read more

The State of ESG & Sustainable Investing

April 21, 2021

In honor of the 51st Earth Day on April 22nd, we thought we’d provide an update on one of our favorite topics, Environmental, Social & Governance (ESG) investing, also often referred to as sustainable investing. Here are several themes: Read more

What Does Gamestop Teach Us About Investing?

February 16, 2021

The short answer is not much. The more nuanced answer is that it shows what happens when too many people pile into the stocks of small, thinly-traded stocks (i.e., low daily volume traded). Too much demand relative to supply pushed the prices of stocks like Gamestop far beyond what their underlying fundamentals warranted. Read more

The Magic of Health Savings Accounts (HSAs)

November 3, 2020

Many people are currently in open enrollment for employee benefits right now. An often-overlooked employee benefit that can really pay off in the long-term is the Health Savings Account (HSA). HSAs provide a tax-advantaged way to save for healthcare costs, now or in retirement. Read more

What’s Up With the Stock Market?

September 3, 2020

With the Nasdaq, Dow and S&P 500 indices hitting all-time highs recently, you might be wondering if the stock market has become completely untethered from reality. After all, we’re still in the midst of a global pandemic that has resulted in a sharp rise in unemployment, millions of struggling businesses and individuals and a sharp contraction in Gross Domestic Product (GDP). Two adages might help explain this apparent disconnect: Read more

Coronavirus and Your Portfolio

March 1, 2020

As news of the coronavirus stokes fear and uncertainty on a variety of fronts, it is only natural to wonder if you should do something to your portfolio to account for the news. In most cases, the answer is a resounding NO! Here’s why. Read more