It was an up-and-down year for markets—in the end, one with more down than up….
About
Quarterly Perspective
A Balanced View of the 60/40 Portfolio
Focus not solely on where returns have been but also on where they could be going….
A Reset for Crypto and FAANG Stocks
If the market decline of 2022 taught investors anything, it’s that what goes up might also come down….
Federal Gifting & Estate Taxes
The Elephant in the Distance, we all know the expression that there are only two certainties in life, death and taxes……
FAANGs Gone Value
That’s right, Russell reclassified Meta (formerly Facebook, the “F” in FAANG) and Netflix (the “N”) from growth to value….
Minestrone Soup and Bear Markets
The recent crescendo of noisy nonsense reminds us that it’s the right time to revisit the most crucial tenets of behavioral finance…
A Closer Look at Market Corrections
What Constitutes a Market Dip? You have likely read about various return thresholds with accompanying labels. A return of -5% from a previous high is …
Those Who Could Stay in Market Were Rewarded
“Rather than having to guess what will happen to whom and when, I choose a different path. I invest in the market.”…