Insights
Our vision of wealth extends far beyond the boundaries of the stock market. Read on to discover our observations, explanations, and experiences in helping individuals, families, and foundations build enduring wealth.
Archived Articles
April 2020 Newsletter
April 30, 2020
Rescuing At-Risk Charities
The CARES Act can boost your giving power The coronavirus has been devastating for individuals, businesses, and communities the world over. And yet one shining light throughout the pandemic has been the outpouring of love and...
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Stock Performance After Recessions
April 23, 2020
Is There Light at the End of the Tunnel?
Early economic data illustrates that the U.S. economy is already in recession, and this data point is echoed by market consensus.  There are many predictions as to the "letter shape" of this recession (V-shaped, U-shaped, ...
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The Importance of Staying Invested
April 7, 2020
Hindsight is 20/20. Looking forward is tough.
It's only natural to feel that it would be smart to sell and avoid drawdowns, maybe wait for the dust to settle, and then get back into equities when the skies clear.  Even when hindsight convinces investors that they knew what ...
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March 2020 Newsletter
April 1, 2020
How A Balanced Portfolio Protects From Downside Risk
It’s stunning how quickly everything has changed in the past few weeks. As the coronavirus outbreak has continued to spread, so have local mandates to stay at home, which has put a strain on all of us. One thing that fascinates m...
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The Coronavirus Stimulus Package
March 27, 2020
Changes to Retirement Accounts Adding Flexibility for Investors
Today President Trump signed into law a new bill that provides over $2 Trillion dollars of stimulus to the United States economy and provides some important flexibility for investors. Unique Changes to Retirement Account Rules...
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Crises and Long-Term Performance
March 25, 2020
A Long-Term Perspective
Crises occur.  Sometimes they are predictable due to a buildup of excesses (e.g., The Tech Bubble circa 2000 and the Global Financial Crisis circa 2007-2009), and sometimes they occur due to unforeseen and unpredictable events.  T...
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Stock Market Contractions and...
March 20, 2020
Endurance Has Paid Off
There have been 8 market contractions and expansions since 1973 with declines over 10%. In this 9th contraction, we don't know when things will improve, but we can see from the chart that investors that maintained confidence and...
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Downturns and Recoveries
March 17, 2020
The U.S. Market Recovery after Financial Crises
If you are an investor, the current market volatility is certainly front of mind.  Today we share a Morningstar® graph illustrating the amazing recovery of the U.S. Markets after past financial crises. U.S. Market Recovery A...
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Update on COVID-19
March 13, 2020
March 12, 2020
You may be asking yourself how do I weather the storm we are in today? Our answer is simple. Stay calm and invest wisely. With the equity markets having their biggest one-day decline since 1987, we wanted to give you an update on...
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February 2020 Newsletter
February 28, 2020
The Upside to a Down Market: Tax-Loss Harvesting
There are two things on many investors’ minds at the moment: the looming tax deadline, and the current state of the stock market. Neither can be avoided. (I sometimes wonder if the old saying should be revised to, “Nothing is cer...
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