Monthly Commentary
July 2020 - Alphabet Soup
If you’ve been brave enough to turn on financial television in the last 3 months, you’ve heard it. The game is speculating on the...
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February 2020 - Puke Points
According to legend, he was known amongst his peers for his sense of honor and his integrity in the pit. Though he died from...
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April 2019 - Unproductive Gains and the Power of Losses
In fact, one of the dirty secrets of the industry is that terms like financial advisor, investment advisor, financial planner, consultant, etc. don’t mean...
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January 2019 - Bitcoin Bubbles & Beanie Babies
Think back to this time last year. Consider how much has changed. Equity markets were ripping to new highs on the back of a...
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October 2018 - Rage Against the Machines
It’s typically a bad word in finance. “We want more return, and less volatility,” exclaims another firm’s imaginary client. After all, who likes uncertainty,...
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August 2018 Investment Outlook – Bracing For Florence
We are a little late with our monthly piece this time. As most of you know, weather forecasters last week indicated that Hurricane Florence...
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