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We're in bear country. What now?
I’m dropping you a quick note to talk about what’s going on with the markets. Well, it happened. Stocks slid...
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Coin Appraisal
This week, the SEC made a splash in the markets by approving 11 exchange-traded funds...
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Rise of the Machines
It is truly amazing to reflect on all of the technological advances we have seen...
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Real life rebalancing
The end of 2022 marked my seventh full year of trading for wealth management client...
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Poll Position
After last week’s matchup against Kentucky, the lone UK fan at RK has gone from...
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Bad Company
I recently switched to the classic rock station and happened to catch the tail end...
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Unbreakable Bonds
Veterans of past conflicts, friends of many decades, siblings, and spouses are all prominent examples...
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Keeping it Real
Stories and headlines driving the markets both higher and lower seem to be accelerating over...
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Days or Decades
To say this year has been a challenging start to the equity markets is an...
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Words Matter, Or Do They?
Did you get the word? How many guesses did it take? These are some common...
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Have You Ever Seen the Rain?
Most investors are familiar with the charts showing how returns if you miss the ten best-performing days. I want to show how performance can be when missing the best days and avoiding the worst ones.
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Caught in a Pickle
Speaking of pickles, it looks like the bond market is finding its way into one as well since the Federal Reserve lowered rates to zero during the peak of the coronavirus.
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Real-Life Rebalancing
The end of 2021 marked my sixth full year of trading for wealth management client...
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