Insights & Thoughts
Top Ten Starts
Except for a brief pullback in the early part of January, the stock market rally that started in late October continued to roll through the first...
Welcome to the Future
As we bid farewell to 2023, it's time to reflect on a year that defied expectations. Despite initial reservations fueled by the double-digit...
A House Divided
Earlier this week, the House of Representatives voted to remove Kevin McCarthy as speaker of the House. While there has been no shortage of opinion...
You Just Never Know
2023 is shaping up to be a mirror image of last year. The 2022 stock market rout was principally led by four sectors: Communications (-40%),...
End of the Road
Last year’s market selloff was almost entirely driven by the change in monetary policy by the Federal Reserve. Last year saw an unprecedented 7...
A year for the Income Investor
For most of the 2000’s, to varying degrees, the Federal Reserve has actively pushed interest rates down in the U.S. economy. These policies always...
More of the Same
The stock market continued its decline this quarter, selling off another four percent since the end of June. As of September 30th, the S&P 500...
Improvements to Long Term Care Insurance
We are often asked to advise on whether our clients should purchase long term care insurance. While we are proponents of being self-insured, when...
Building Wealth vs. Enjoying Wealth
The second quarter proved to be every bit as challenging for investors as the first quarter this year. 2022 seems to be the year when the...
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