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Portfolio Strategy Review Q1 2024

Overview In the first quarter, market growth continued to broaden across all sectors except real estate. However, since early April inflation concerns, and geopolitical uncertainty have moved to the...

Portfolio Strategy Review 2023

Overview Risk on. Risk off. 2023 was a risk on year. 2022 not so. Short-term risk of volatility is common in financial markets and what we guard against as we get closer to retirement. In early...

Portfolio Strategy Review Q3 2023

Overview As we try to remain calm through the recent turbulence, it’s worth remembering that markets have seen it all before, though every economic cycle presents unique challenges and...

Portfolio Strategy

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Portfolio Strategy Review Q3 2022

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...

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Portfolio Strategy Review Q1 2022

"I need ammunition. Not a ride."  History Lessons from War, Appeasement, and Markets It’s useful to compare the events in Ukraine against history because we all have a stake in the outcome. In 1938, Hitler annexed Austria; and demanded a portion of Czechoslovakia that...

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Portfolio Strategy Review 2021

Overview Between the pandemic that won’t go away and the politics of the day, US stock markets shrugged it off and delivered extraordinary returns in 2021. At least we are closer to the end of the pandemic. The politics I’m not so sure about. Economic growth forecasts...

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Portfolio Strategy Review Q3 2021

"I hope I never recover from this."  William Shatner on his journey into space at age 90  Reflation, inflation, or deflation….that was so last quarter. This quarter “stagflation” also began to gain attention. Stagflation evokes fear of the 1970’s when inflation was...

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Portfolio Strategy Review Q2 2021

“A nickel isn't worth a dime anymore.”  Yogi Berra  Reflation, inflation, or deflation. How about a libation and we call it good? The range of opinions about the future direction of prices we pay for goods and services leaves us with one concern: Are recent price...

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401k & Retirement Planning

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Investment Discipline

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Search for Winners

Search for Winners: Skill, Hype, or Hope (Hint: go to Amazon for your fiction) Mutual funds were first formed in 1924. Their original intent was to provide the investing public with broad access to the market. The idea was good at the time, despite a steep 8%...

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Business Valuations

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Exit Planning

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Advice That Matters

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When the Message is Clear

I was doing a 401k education and enrollment session at one of the health care clinics I service. One of the attendees was especially attentive and she was taking very detailed notes. After finishing the presentation, she approached me for some more information. “I...

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Big-Brand Boilerplate Solution

A common misconception is that a big brand name financial adviser gives you safety, more resources, and a better outcome for your investment dollars. The set of facts below looks at the reality of big company business models. Corporations look for economies of scale...

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Personal Planning

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Reading For Results

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