Dear Clients and Friends, It’s the time of month when we invite our friends Brad McMillan and Sam Millette to share their economic and...

Dear Clients and Friends, Without a doubt, the hottest question over the last two weeks has been: what’s the deal with President Biden’s...

Dear Clients & Friends, We’re back! We have missed quite a few weeks’ worth of weekend readings due to one of the busiest tax seasons...

Dear Clients and Friends, This week, it’s time again for our Market Risk update, authored by our good friends Brad McMillan and Sam...

Dear Clients and Friends, On March 2nd, 2018, Donald Trump famously tweeted: “When a country is losing many billions of dollars on trade...

Dear Clients & Friends, As the world continues to struggle with COVID-19, we’ve seen economic softening as of late. We saw employment...

Dear Clients & Friends, This week, we share with you another periodic update on the Coronavirus pandemic and its economic impact. With...

Dear Clients & Friends, The technology team at Commonwealth Financial Network, our RIA-broker/dealer, has detected an increase in...

Dear Clients & Friends, This week, we are discussing college cost data for the 2020-2021 school year, as well as 2020 FAFSA data. Given...

Dear Clients and Friends, It’s been a little while since we’ve discussed coronavirus outside the context of the Presidential election....

Dear Clients & Friends, This weekend, we have a short update to our analysis of the 2020 election. As of today, we are awarding Joe Biden...

Dear Clients & Friends, In the week following our last article about the presidential election, the most common questions we’ve been...

Dear Clients & Friends, Due to the need for validation of our data, this weekend’s reading comes to you a little late. But, better late...

Dear Clients and Friends, This weekend, we continue our series of COVID-19 updates by examining recent virus trends, as well as a...

Dear Clients & Friends, Today we write simply to wish everyone a happy and , healthy holiday weekend. However, it would not be our style...

Dear Clients and Friends, A few weeks ago, we briefly wrote about the stock market’s seemingly irrational recovery and explored some of...

Dear Clients & friends, Without much to write about this weekend, we thought we’d entertain you with a reminder of how ridiculous news...

Dear Clients & Friends, This week, we have an economic risk update courtesy of our good friends Brad McMillan and Sam Millette. Before we...

Dear Clients and Friends, We’re back!! It’s time to jump back into our weekend readings after taking a few weeks off during tax season....

I am Hmong. I am Asian American. I am a descendant of refugees. I have experienced racism firsthand. I have been discriminated against,...