Welcome to 2021! I’m sure nobody reading this needs me to remind them that 2020 was a difficult year and one that many would just as soon forget. I want to make the case that forgetting the investment events of...

A lot has happened so far in 2020. You can say that for every year, but 2020 took it to a new level with the COVID-19 pandemic and associated upheavals to our lives and financial markets. Add to that a Presidential...

Last weekend I was listening to a podcast where the host was interviewing an investment manager from a large Wall Street investment firm. The manager was touting the success of his pre-2020 prediction that there...

You probably don’t need me to remind you that it’s been about six months since the new Covid-sponsored reality has taken hold. But maybe it is worth pausing to reflect and wonder aloud, “has it really been that...

January 2020

Flash back to January 2020. The U.S. economy was booming. Unemployment stood at 3.6%. The stock market was on a record 10 year run in which the S&P 500 had outperformed its international developed...

A question we’ve heard from many of you in recent months and weeks generally follows the theme of wondering how or why stock prices have recovered so much and so quickly since March, despite so much uncertainty and...

I recently dedicated a whole piece to why the recent “money printing” to stimulate the economy is unlikely to lead to run-away inflation. So, why am I following it up with a piece about how to invest for an...

Depending on the day lately, you might see a study or expert cite one of two points. Either inflation is a thing of the past, or all this “money printing” is setting us up for higher inflation in the future. Both...

Imagine a world where you don’t wake up in the morning to a plethora of headlines – some positive, the overwhelming majority negative, but collectively confusing and overwhelming – accompanied by stock prices...

With the recent downturn in the markets, you may have heard us mention the phrase “Tax Loss Harvesting”. Before I dive into the myriad benefits of tax loss harvesting, I think it’s important to mention the basics...

The last six weeks have seen the economy, markets, and more importantly, our lives, change dramatically with little notice. Uncertainty about the near future has reached historic levels. We’ve seen this before when...