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Market 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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Market 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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Market 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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Market 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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Market Commentary

July 2018 Investment Outlook - The Tail of the Coment

I don’t try to predict where the market is gonna go. It’s like a comet going through the sky. You can’t see the comet,...
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Market Commentary

June 2018 Investment Outlook - Inversion Ahead

Remember to bring a swiss army knife because you never know when you might need one of the tools. Count yourself lucky if the...
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