2021
Are Things Getting Better or Worse?
Oct15
It is hard to believe that it has been 18+ months since the beginning of the Covid crisis. Each week we read dozens of blogs, articles, whitepapers, and presentations as part of our investment process. Below are some of the most important slides, charts, and commentary about the economy, markets, and industry trends. Please see the brief video below for important slides about our path forward. It feels like we are making progress. I think things are getting better. Let me
2021
Back to Normal but Now What?
May07
I hope this note finds you and your family well as we start to emerge from the Covid crisis. It has been a crazy and challenging 15 months for the world! Please see the 9-minute video below for important slides, charts and commentary about our path forward. Please keep in mind that the stock market is always trying to look ahead 12 to 18 months. It feels like we are making progress. I hope so! Let me know how I can
2020
Get Ready for the Election!
Aug18
I hope this blog finds you and your family well during these unique and unprecedented times. Please review the video below for timely updates. I continue to believe that this is an epic race between a nasty virus and HC innovation. We already have better therapeutics, lower death rates and eventually, we should have a vaccine or some sort of intervention. The market is expecting the economy to normalize in late 2021 and as you can see in the video
2020
Why Planning & Why Now!
May14
Given the level of uncertainty in the stock market, now is a great time to focus on critical planning issues, reduce red flags and become more confident about your overall retirement plan. Holistic planning will help you review complex decisions that have a high cost of being wrong. Are you on the right track? Are you saving enough? When do you take SS? How do you align your money with your goals? How can you live the life you want
2020
Fear & Hope!
Mar23
“Nothing in our immediate future will be easy. The number of cases will rise. The losses will increase. The markets will stumble. But make no mistake about it, we will prevail, because the only thing more contagious than a virus is hope.” – William McRaven – Retired Navy Admiral These are definitely scary times! Never before have we forced a global recession to save lives. Since I get a tremendous amount of news feed, data and opinions, I
2020
COVID-19 & Your Portfolio
Mar07
As markets sell-off because of fear of COVID-19 & potential Global slowdown, what should you do with your portfolio? Are you prepared for volatility? We recommend that you should always manage and be aware of the downside risk in your portfolio (most investors underestimate downside risk). It is important to plan in advance for recessions. Pullbacks of -10% to -20%+ are normal in any given year. Eventually, human grit and ingenuity will win in the long run. Behavior
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