It seems like every day we’re told about something new that should matter to us. We’re told that these things are unique to our times, deserving of our precious time and attention, and require action.
October 15th, 2019
It seems like every day we’re told about something new that should matter to us. We’re told that these things are unique to our times, deserving of our precious time and attention, and require action.
August 20th, 2019
This question surfaces quite frequently when we meet with our clients. Some of them ask this question with $100 in their bank savings account while others ask this with...
July 16th, 2019
Welcome to the halfway point of 2019! If you’re anything like me you might be wondering how the last six months seemed to fly by so quickly. It seems like only last week when we were watching New Year’s fireworks...
May 21st, 2019
Planning for college isn’t usually the first thing on the mind of a new parent. Adjusting to your “new normal” seems to take almost as long as preparing for the baby to come, and finding a balance between family,...
April 12th, 2019
Those of us in Minnesota heard much about the “Snowiest February Ever!” (for those of you not in Minnesota, please take our word that it snowed a lot), but here’s a headline that you might have missed: The first...
March 15th, 2019
After examining Amazon’s rocky past and recent meteoric rise, let’s take a look at a very different case study; the story of GE. For years, General Electric was the gold standard of blue chip stocks; strong...
February 12th, 2019
I’d like to tell you about a hot new investment that has made some people very rich in recent years. In the past nine years, it has lost at least 25% of its value of total of seven separate times, then rocketed...
January 15th, 2019
A long time ago, someone, somewhere bestowed upon stock investors that a Bear Market shall be defined as a 20% decline from the most recent market peak. Oh, and by the...
November 12th, 2018
We have many reasons for our love of data. Data helps bring certainty to an uncertain world. Data can quantify an expected outcome when...
October 12th, 2018
The Third Quarter of 2018 saw US Stocks reach new highs on multiple occasions with the S&P 500 returning 7.7% for the quarter and 18% over the last year. For those of you keeping...
September 15th, 2018
Can you remember a time in your school years when a teacher or professor suggested that if you have a question about a topic, you should ask because surely others have the same question? Based...
August 15th, 2018
As the first decade of the 21st century came to a close, financial commentators across the news media were quick to coin what they felt was an apt description of the last 10 years for equity investors: The Lost...