Investment

August 13, 2020

Making Fantastic Lemonade from Covid’s Lemons

You are living through, and surviving, one of the most tumultuous times in World History. Your schedule has been upended. The amount of change you are experiencing in your life is most likely at it’s peak. Many of you, or someone you know, has likely experienced a huge career impact. Vacations have been uprooted and re-booked some time in the future. The way kids experience school is completely changing. We have no sports. You get the gist. It’s easy to focus on the negative. Let’s spin this puppy around and find the upside. The amount of increased family time has been incredible for many […]
July 30, 2020

When the S&P 500 is Really the S&P 5

One of the most perplexing aspects of our investment world is how market summaries you generally see on television and websites can mislead us about the health of the stock market. Today is an extreme case in point. Chances are, you have seen headlines telling us that the Nasdaq Composite index is up about 17% for the year, testing new highs every other day or so. The S&P 500 index is almost flat so far this year, but is not far from its late February high. The markets are moving ahead smoothly, or even robustly, right? As it turns out, most of the gains […]
January 16, 2020

Lessons we learned from the last decade…

2010-11: Aftershocks of the Great Recession The best way to see how much can change in a decade is to remember how things were at the end of the last one.  In 2010, we were coming off the worst decade for stocks since the 1930s. The Great Recession had devastated the retirement savings of millions of people. Many of the world’s most famous financial institutions had collapsed.  And the national unemployment rate was near 10%.1 It was a scary and uncertain time. Many investors had fled the markets entirely by 2010, some for good. As a result, they missed a […]
October 10, 2019

Considering Cannabis

We’ve been watching the cannabis marketplace for quite some time. We’ve been reading articles, studying newsletters, and looking for investment opportunities. Many of you have asked why we aren’t in the space already. To be frank, we thought the evaluations were too sky high over the last year. However, there’s been an aggressive decline in global cannabis stocks during that time, as well*. This drop in stock price may be a great entry point, but the cannabis marketplace is full of a number of risks not faced by most stocks and ETFs we typically invest. Today, the federal government still […]
July 1, 2019

Providing for your pet: An estate plan for Fido

When you are sitting around your dinner table, having tough conversations about your legacy, your children’s future, and how to plan for what’s ahead, don’t forget about the ball of fur at your feet, waiting for the next crumb to drop! 68% of U.S. households have a pet, and as pet owners ourselves, we understand that a dog, bird, or even a herd of cats, are considered part of the family! No matter how many things Fido chews up, you love him all the same. So what does Fido’s future look like when you’re gone? Include your pet in your […]
December 15, 2016

Thinking Forward – The Blessed Madness of Seth Godin