Only three months into the new year and it feels like a year’s worth of events have already happened in the economy and financial markets.

A CEO of a large investment firm once told a story about a dinner conversation with the head of a large investment fund.  

Well, this doesn’t feel good. Many of us came into 2022 thinking, “This is the year!” The pandemic looked to be easing. Supply chain problems were going to get better so we could get our stuff sooner. Sure, we’ve...

Investment markets’ ability to seemingly defy expectations continued in 2021. There were probably 7,296 reasons why stocks shouldn’t have gone up in a straight line. I’m exaggerating slightly, but here’s an...

On financial and other media outlets, you typically find talk of the next impending doomsday. Recently, the Armageddon is inflation. There is truth to the increase in prices, as anyone who has been to the...

Fact: The S&P 500 has experienced 54 record highs in 2021.

In my early teens, I went on a community service trip in Ecuador. Each night, we gathered in a circle and reflected on our day, a famous quote, philosophical question, etc.

One night, we were asked, “Is it better...

After the Great Financial Crisis (GFC) of 2008 and 2009 much was written about how troubling it was that diversification¹ no longer worked. This conclusion was drawn since all stocks moved in the same downward...

We hear a lot of questions about inflation lately. It’s understandable. It’s nearly impossible to avoid seeing or hearing mention of it in financial, business, or even popular media these days. Unfortunately, it’s...

Do you remember what the widely publicized financial market concern was before the COVID-19 pandemic began? Neither did I until I looked it up. It was the “Inverted Yield Curve”. I’ll spare you all the mundane...

In 1997, as part of the Taxpayer Relief Act, Delaware senator, William Roth, helped establish the Roth account. In the <25 years since its creation, it has become widespread.

It's been a year.

As in the figurative sense of, “Wow, it’s been quite a year!”

And, in the literal sense, it has been 365 days* since stock prices reached bottom. A year since stock prices fell low enough that...