
Reasons for Optimism
It's the first time ever that stocks and bonds are in a +10% drawdown at the same time.


A Rough Start to the Year
A rough start to 2022.

Navigating the Two P's - Putin and Powell
Navigating the Two P's - Putin and Powell So far this year, worldwide investment markets have reacted to wartime inflation pressure and...

Rising Rates Causing Portfolio Volatility
Interest rates remain low by historical standards but they're finally moving up a bit.

September Volatility - Normal is Negative
September volatility returns.

What's in Store for the Rest of 2020?
It’s hard to believe, but we’ve reached the halfway mark in 2020. If you would’ve glanced at the stock market on January 1st and then not...

First Priority: Save the Patient
We initially wrote an article about revisiting your financial plan during this unprecedented stock market volatility. However, now that...


Implications of the "New Normal"
Webinar highlights: - Current spread and fatality rate of COVID-19. - Projections for businesses and industry groups. - Stock market...


The 2020 CARES Act overview
The CARES Act, overview The Coronavirus Aid, Relief, & Economic Stability Act was passed into Law as the largest stimulus legislation...


2020 Q2 Market Outlook - webinar recap
2nd Quarter Market Outlook webinar notes: - Markets have become very volatile, Q1 had best and worst days since 1930's - The Federal...