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Blog

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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  • Articles
  • Market Commentary
All
  • All
  • Articles
  • Market Commentary

Market Commentary 05/21/2024

The Markets Reading the economic tea leaves. Tasseography practitioners read tea leaves to forecast the future. Some economic data serve ...

Market Commentary 05/14/2024

The Markets Higher rates are doing what they’re supposed to do. Last week, Federal Reserve officials spoke about keeping the ...

Market Commentary 05/07/2024

The Markets What will the Federal Reserve do? Uncertainty about the direction and timing of Fed rate cuts is causing ...

Market Commentary 04/30/2024

The Markets The economy appears to be slowing down. Last week, many investors were focused on economic data. The Personal ...

Market Commentary 04/23/2024

The Markets Investors have been recalibrating their expectations. There is a lot going on in the world that could affect ...

Market Commentary 04/16/2024

The Markets Inflation and geopolitics and earnings. Oh, my! It was a rough week for stock markets. “The S&P 500 ...

Market Commentary 04/09/2024

The Markets The bull charged from October 2023 through March 2024. Last week, it took a breather. Optimistic may be ...

How a Financial Advisor Can Help Lower Your Tax Bill

Tax planning is a vital part of any wealth management strategy, but reducing your tax burden isn’t always a straightforward ...

The Never-ending Pursuit of Money

What would it be like to be ultra-wealthy? Would it mean homes in Hawaii and Paris? Do you envision sailing ...