You Don’t Own “The Stock Market”

You Don’t Own “The Stock Market”

Nothing confuses people more than trying to understand what’s happening in “the market” these days. To make sense of it, you first have to understand two very simple distinctions. First off, “the stock market” is what the media refers to as one big ball of publicly...
2023 Mid-Year Update

2023 Mid-Year Update

With the passing of the halfway point for the year, we would like to provide you with an update on the financial markets along with other notable topics we’re following. Financial Markets The S&P 500’s all-time price value (not including dividends) peaked on...
Zooming Out

Zooming Out

If the year 2022 were a fish, we’d throw it back. Between the spike in inflation, the historic rise in interest rates, the deepening geopolitical saga in Ukraine, and the less-than-optimal performance of virtually all assets around the globe, we thought we’d take this...
One Tough Year

One Tough Year

We’ve almost made it to the end of the year. And what a year it has been. You may recall that in January, we were trying to set expectations that returns for client portfolios this year would likely be modest at best, considering each of the three previous years had...