Getting Comfortable with Market Discomfort
My family and I just returned from an incredible experience in Greece and Turkey. It was the first real international experience for my kids (Finn – 14 years old and Ella – 7 years old). Greece felt comfortable. Everyone spoke at least some English, the street...
Relationships Matter
Relationships Matter I have been in the money management business for over 26 years now. I have cultivated many relationships with clients over that timeframe and learned a great deal from those relationships. Relationships are one of my favorite parts of my job....
Why I am Bullish
Why I Am Bullish Lots of people are concerned about their finances right now. War in Ukraine, high prices at the gas pump, Washington’s dysfunctionality, baby formula shortages, inflation, higher interest rates, and the S&P 500’s fourth-worst start to a year in...
Can You Handle Volatility?
Can you Handle Volatility? The market has been volatile this year. This is normal. When the market behaves this way, market commentators like to come up with excuses for the volatility. There are plenty of newsworthy events taking place. Russia and Ukraine are at...
Be Fearful When Others are Greedy
“Be fearful when others are greedy and greedy when others are fearful” -Warren Buffett Warren Buffett is my investment hero. I have studied his career, read scores of books on his investing process, and attended 18 of his annual shareholder meetings. But, I have to...
Even High Earners Can Have a Roth: Backdoor Roth Contributions
The Roth IRA is an incredible wealth-building tool, as you enjoy tax-free growth and tax-free distributions. You can think of Roth assets as tax rate insurance. If tax rates are higher in the future (we think they are likely to be higher), you are protected. But, of...
The Market Can Be Bipolar
I was putting my 3-year-old to bed last night, and of course he did not want to go to sleep but it was his bedtime. 3-year-old children often do not know what they need and sometimes they cannot express what they want. Sometimes everything in life is great for them...
When Was The Last Time?
When was the last time you worried about polio? COVID-19, the novel coronavirus, has swept a path of fear and destruction across our planet. Our current situation is not as novel as it may seem. America experienced something similar, though to a lesser extent, with...
We’re Buying
Our world is a particularly scary place right now. The efforts to prevent a health pandemic are turning into an economic pandemic. For the foreseeable future, business activity will decrease, companies will fold, unemployment will rise, and headlines will continue...
Certainty in Uncertain Times
Uncertainty is the theme of the moment, but you can be certain that we are watching your investments closely and are available for you. We are maintaining normal business hours while following the CDC’s recommendation to socially distance by working from home. ...