Bank-run fever drove the headlines as the Clickbait culture helped fuel SVB’s stunning and rapid descent. Signature and Silverlight banks followed suit. Out came the shameless charlatans of all stripes vying for political points, likes, or trading gains. The...
Several people have had concerns about the recent bank failures. The short version of this article is that the three bank failures we have witnessed in the past week appear isolated to firms with high concentration risk and poor risk management. There will likely be...
Overview The reset of 2022 was a painful reminder that investment fads and cycles can shift direction with little warning. Diversification helps mitigate risk, but it isn’t perfect. Bonds typically are a reliable and stable diversifier when stocks decline, but the...
Overview The primary financial headline is the same: Inflation is over 8.0%; Interest rates are still rising. With a lot of political and economic drama beneath the surface. In the time honored tradition, the party in power takes more credit or gets more blame for the...
Overview The second quarter continued the negative trends that we saw in the first quarter. Interest rates and inflation increased, though there has been recent price relief in the housing, energy, and other commodity markets. The labor market remains strong with...
The Advice that Matters is our monthly newsletter that highlights key topical ideas on investing, business succession, financial planning, and retirement planning. Please complete this form to be added to our list.
