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Market Commentary: February 2023
Big PictureMarkets were off and running with a solid start to the year, then came a slew of...
Market Commentary: January 2023
Big PictureMarkets are off to a roaring start this year. The rally in tech stocks has powered the...
‘Tis the Season for Giving – Consider Donor-Advised Funds
As the world becomes more connected and information from one corner travels at the speed of light...
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Now Is the Time for Tax-Loss Harvesting
It has been a challenging year for investors as stocks and bonds are significantly down across all...
Market Commentary: Q3 2022
Big Picture
The third quarter of 2022 has been an emotional ride for many investors. In July,...
Morningstar's Star Ratings Are a Poor Way to Pick Investments
Since the early 1990’s mutual funds have been the primary investment vehicle of choice for millions...
Midterms & Markets – What You Should Know
Midterm elections are just around the corner, and many investors have expressed concerns that the...
Back to the future with Personalized Direct Investing
Let’s take a brief journey in the Wayback Machine to roughly 30 years ago. It’s a simpler time....
The Fed Raises Rates (Again)…Now What?
As expected, after the conclusion of the July Federal Reserve Open Market Committee two-day...
Q2 2022 In Review
Big Picture
The second quarter of 2022 has been challenging for investors as markets responded...