Dear Clients and Friends, It’s that time of month when we explore the monthly market risk update with our good friend Brad McMillan. To...

Dear Clients & Friends, The Tariff War has taken center stage as of late, so we thought we’d discuss why economists and financial...

Dear Clients & Friends, It’s time for our monthly Market Risk update from our good friend Brad McMillan. Interestingly, while Brad and I...

Dear Clients & Friends, This weekend’s reading is important, so thank you for taking the time to read it. When the market fell more than...

Dear Clients & Friends, Many folks over the last few years have asked me about Bitcoin and blockchain technology. Some of the questions...

Dear Clients & Friends, It’s time for our monthly Market Risk Update.  We are sharing our update a little later than usual this month...

Dear Clients & Friends, First, let me thank all of you for your overwhelming response to last weekend’s B-Corp announcement, which hit...

Rough week!  The Dow was down more than 800 points on Wednesday, and the S&P 500 was down almost 100 points. The Nasdaq composite index...

Dear Clients and Friends, This week, we share with you our Monthly Market Risk Update. Before we begin, some of you may have noticed that...

Dear Clients & Friends, Here we begin what may be a painful, but hopefully informative, discussion about the coming midterm elections. ...

Dear Clients & Friends, This week, it’s time for our monthly market risk update.  However, before we get into it, I want to mention two...

Dear Clients and Friends, A few weeks ago, we wrote an article discussing the differences between “Principal Gain & Loss” versus “Tax...

Dear Clients & Friends, Each year, the Trustees of the Social Security and Medicare Trust Funds release annual reports to Congress that...

Dear clients and friends, It’s that time of the month – here is our monthly Market Risk Update, written by our good friend Brad McMillan....

Dear Clients & Friends, This weekend’s reading may, on the surface, seem boring, but I promise you that it’s really not.  In fact, this...

Dear Clients and Friends, I’ve been meaning to write an article about what we call “the Yield Curve” because of all the statistics and...

Dear Clients and Friends, Given the treacherous ride that the US stock market endured recently, I considered writing a mid-week email....

Dear Clients and Friends, The effects, advantages, and disadvantages of tariffs in the global economy are relatively simple to...

Dear Clients and Friends, Between visiting clients and paying minute-to-minute attention to the market this past week, all of us at...

Dear Clients and Friends, This is EXACTLY what we’ve been writing about recently. We believed that we were overdue for a temporary...