15 07, 2022

2022 Midyear Update – Braving a Bear Market

By |2022-07-21T09:06:20-07:00July 15th, 2022|Advice, Markets|

The first six months of 2022 saw the largest 500 publicly traded US stocks (S&P 500) decline of 23.5% from its all-time high on January 3rd to the years low on June 16th. It ended the first half of the year down a total of 21.08% on June 30th. More noteworthy than the decline was [...]

22 05, 2022

Interim Bear Bulletin – May 2022

By |2022-07-21T09:07:58-07:00May 22nd, 2022|Advice, Markets|

The Cure is Not Worse than the Disease It seems the primary function of financial journalism is to terrify us out of ever achieving our financial goals by constantly shrieking about the market’s volatility. We’re being reminded of this almost hourly as the S&P 500 approaches “official bear market territory,” defined as closing 20% below its [...]

16 10, 2020

2020 Election

By |2020-10-26T15:50:40-07:00October 16th, 2020|Advice, Markets, Politics, Tax|

Some clients have expressed concerns about the possible outcome of the upcoming election and I thought I would share some general comments that may be useful. It’s important to realize that the market continuously places odds on who will win and what that economic effect may be. You can only outperform if either, 1) your [...]

3 04, 2020


By |2020-08-27T21:35:22-07:00April 3rd, 2020|Law Update, News, Tax|

There have been a lot of developments with the information changing daily regarding the CARES Act that was passed last week...

13 03, 2020

Market Volatility March 2020

By |2020-08-27T21:35:44-07:00March 13th, 2020|Markets, Webcast|

Investing is meant to be long term and after enjoying 11 years of a bull market, the longest in US history, this week it has come to an end. As we officially enter this bear market...

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