Economic Outlook – Spring 2020 | “A Historic Start to the Year”

Economic Outlook – Spring 2020 “A Historic Start to the Year” As our team puts together this quarter’s economic outlook, the world is confronting an unprecedented health crisis. Our thoughts are with the individuals and families impacted, as well as the front-line health-care workers and first responders. The typical format for this blog post is… Read More

The Coronavirus Correction

The Coronavirus Correction It has been a difficult week for investors after troubling news last weekend regarding the spread of Coronavirus beyond China. Risks of this disease turning into a global pandemic have worried investors. Since hitting an all-time high on February 19th, the S&P 500 has dropped by 12.04% – its worst weekly decline… Read More

Spend Some Time on Your Company’s Retirement Plan

Spend Some Time on Your Company’s Retirement Plan Retirement plans can be a tremendous benefit for employees. Unfortunately, often times they can also be frustrating and time consuming for small and mid-sized business owners. The reality is that offering this great benefit comes with a great deal of responsibility. If done mindfully, business owners like… Read More

Economic Update – Fall 2019 Edition

Economic Update – Fall 2019 Edition The US Economy – Safe as Houses In the movie Sherlock Holmes: A Game of Shadows, the evil Professor Moriarty sends some thugs to kill John Watson and his new bride Mary as they travel by train en route to their honeymoon. While the train speeds over a bridge,… Read More

Negative Interest Rates As Told by Alice in Wonderland

Negative Interest Rates As Told by Alice in Wonderland “Oh, you can’t help that,” said the Cat: “we’re all mad here. I’m mad. You’re mad.” “How do you know I’m mad?” said Alice. “You must be,” said the Cat, “or you wouldn’t have come here.” Let’s start with the basics – as of August 2019… Read More

Economic Outlook – Winter 2019 Edition

Economic Outlook – Winter 2019 Edition The 4th quarter of 2018 reintroduced investors to the volatility that can suddenly hit the stock market.  The S&P 500 reached all-time highs in September before dropping 13.5% over the next three months.  Since the stock market is more predictive than reactive many observers were wondering if this sharp… Read More

Robots Vs. Humans – The Battle for the Future of Investing

Robots Vs. Humans – The Battle for the Future of Investing In the Terminator movies, Arnold Schwarzenegger does not play a robot.  He plays a terminator, which is something different. “I’m a cybernetic organism.  Living tissue over a metal endoskeleton” If you are not familiar with the Terminator movies, they take place in a dystopian… Read More

When Will the Stock Market Finally Drop?

When Will the Stock Market Finally Drop?  The only true answer is that no one knows.  Use that to your advantage. As we approach the 10-year anniversary since the low in March 2009, this has become one of the longest runs in the stock market without a drop of at least 20%.  Historically, the market… Read More