New Year, New Outlook

Dear Clients and Friends: As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the one we’re leaving behind. Continue Reading →
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Dear Clients and Friends: As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the one we’re leaving behind. Continue Reading →
Dear Clients and Friends: As you know, former Vice President Joe Biden has been elected the 46th President of the United States, defeating President Donald Trump in a tight race Continue Reading →
Clients and Friends: As we head into the long weekend, I hope you’ll take some time to read through the latest letter from LPL: The July Fourth holiday will be Continue Reading →
Clients and Friends: Investors like labels for the economy and financial markets—many of them with the word “great†in them. The Great Depression. The Great Recession. The Great Lockdown. Well, Continue Reading →
How do you know when you’ve hit bottom? For several years we have been expecting a “correction” in the market, to return stocks to more reasonable prices relative to company Continue Reading →
Hello again in less than a week! I’m opting for a zen-looking image for a little bit of calm. Reminding us all to breathe . . . three feet away Continue Reading →
It’s been an eventful week. As you know, the number of Covid-19 cases has continued to increase globally, and new cases have been confirmed in the United States. Countries are making Continue Reading →
News that the coronavirus—known as COVID-19—has spread to South Korea, Italy, Japan, and Iran, has led to massive selling around the globe, with many European markets closing down more than Continue Reading →
Dear Clients and Friends, The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields lower. After reaching new Continue Reading →
Most of you are aware of our personal connection to Guatemala. Rachel’s adopted son Ruben was born there. Our founder and former advisor, Joan, has retired to Antigua. Joan writes: Visiting Continue Reading →