A quick update post. I’ve also included a 1st Quarter market commentary since a lot happened! 1st Quarter Market Commentary I’ve included a 1st quarter market commentary that one of my firm’s investment partners produces. This piece is a quick and easy summary of the financial events of the past quarter. It features a review of […]
Blog
Personal Finance Links
When I created this website, one of the goals was to write and share information on personal finance in addition to investments, markets, and other related topics. In this post, I am sharing some personal finance articles that I’ve read over the past few weeks. As you know, the internet is full of this these type articles, […]
How I Invest Our Money
I have wanted to write this post since launching my website. It’s similar to my “Financial Planning for New Parents” post from earlier this year. I often talk to clients about how I invest personally or the financial choices that I am making for our family. It helps to be reassured that the advice I […]
Happy Thanksgiving
Hi Everyone: A quick post to wish you and your family a Happy Thanksgiving. I know many of you are doing a scaled-down Thanksgiving this year or maybe not really celebrating at all. It’s been a strange year and I am sure the rest of the holiday season won’t be “normal” in any sense of […]
Quarterly Update
Hi Everyone: I apologize for the lack of posts as of late. I’ve had a bit of writer’s block on the website front. I’m still kicking around several ideas on the best way to juice up the posts and content in general. The goal is for me to start more of a monthly update that contains […]
Election Implications For Your Investments
It’s hard to believe but Election Day is less than eleven weeks away. I recently sent an email to our firm’s clients regarding the upcoming election and possible impacts on their investment portfolio. The goal was to provide some educational information and historical context regarding investing around elections. The information was candidate-neutral and designed to merely provide information on […]