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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Monthly Commentary

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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Monthly Commentary

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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Monthly Commentary

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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Monthly Commentary

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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Monthly Commentary

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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