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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
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  • Market Commentary

4 Risks That Can Impact Your Retirement

Even with careful planning and diligent saving, some parts of retirement planning are out of your control. Factors like longevity, rising medical costs and the …

Market Commentary 08/03/2021

The Markets The Chinese dragon cast a shadow over free trade and foreign investment last week. For decades, investors have recognized the investment potential of …

Market Commentary 07/27/2021

The Markets Shortest ever. Last week, the National Bureau of Economic Research (NBER) finally announced the official dates for the recession that occurred in 2020. …

Market Commentary 07/20/2021

The Markets The term “peak growth” has become almost as popular as the comedy show Ted Lasso. Peak growth is a catchphrase with the potential …

Market Commentary 07/13/2021

The Markets There was a gapers’ block in financial markets last week as equity investors slowed to see what the United States Treasury bond market …

Market Commentary 07/07/2021

The Markets The world is about halfway back to normal. The Economist developed theGlobal Normalcy Index (GNI) to measure the post-pandemic return to normal. In …

What Is Inflation—And Why Is Everyone Talking About It?

Climbing commodity prices, ambitious government spending packages due to the COVID-19 pandemic and the subsequent economic crash have resurrected a long-dormant fear: runaway inflation. But …

A Beginner’s Guide to Alternative Investments

Alternatives are investment options beyond the typical stocks, bonds and cash found in most portfolios. They can be tangible assets like precious metals, or they …

Market Commentary 06/29/2021

The Markets What begins with the letter “I”? Infrastructure is essential and sometimes taken for granted. Pipes carry drinking water to our homes, offices, and …