I wanted to share a quick note since we put out a blog a couple of weeks ago suggesting that we still believe a recession is in the cards 6-12 months out. Investors (and Advisors) have become hyper-focused on the “R word” and when they are coming (or not). Frankly, I...
We hope everyone is having a great Summer! It’s hard to believe the kids are back in school, and we are hitting the last full month of Summer 2023. I think for most of us, it has been nice having our investment statements look better than they have in a while....
It is hard to believe we are already in March of 2023! But, since time is going by so quickly, I thought it was a good time to look back at some of our previous blog posts. Why? Well, for one – nothing has changed with our expectations for 2023. But, I also want to...
2022 was the year of the bear (market)! While there were pockets of strength, the overall market was just tough last year. And that goes for bonds as well. Everyone knows this info by now. But what is a “bear” market, and why do they happen? I think it is important to...
As we rapidly approach the end of a frustrating year in the financial markets (and some would say, for humankind in general), it feels like a great time to just remind everyone that historically markets have gone up over time. That’s the way it has always been, and...
