In my last quarterly letter, I stated that in a couple of years, we would not remember the specifics of this particular economic time, with the exception that it was a time when we could’ve bought in. That part hasn’t changed. In the third quarter, we saw an inverting yield curve and a significant recessionary sign. Read the full article…
As your financial professional and wealth partner, I have truly enjoyed working with you, and the time we have spent together over the years. As we help you prepare for your and your family’s future, I have been preparing our team to further assist in planning for and meeting your unique and mission-critical goals. For Read the full article…
Spinning yarn My wife, Erika, and I took our family on a trip to New York to visit her family for 4th of July. We spent two days in Manhattan before renting a car and driving to Kueka Lake (pronounced Q-ka) for some much-needed relaxation and enjoyed lake time. We fished, hiked, boated, kayaked, and Read the full article…
First, let me start by saying, Erika, Rowdy, and I send our heartfelt prayers to the people of Ukraine currently and still being attacked. While this letter will connect some dots pertaining to their conflict, I hope it never is lost on us that these are real people going through real trauma in their lives, Read the full article…
What a quarter it has been. In my last several quarterly letters, I insist that risk-based investments are called that way because there is an element of RISK in the investments. For 18 months, I was wrong, and the market continued to shake off all directional changes as temporary, until now. Inflation has crept into Read the full article…
In this quarter’s letter, I keep thinking about the difference between familiar and normal. In so many areas of our lives, the normal has given way to the familiar. What was once not normal has become familiar, ie. wearing masks, schools and restaurants closing, hand-washing stations. Also, the opposite is true that what was once normal Read the full article…
The three horsemen of the retirement apocalypse. Dramatic, yes. Accurate, yes. Scary, maybe. I consider the most significant risks to a healthy and well-planned retirement: Low-Interest Rates Inflation Healthcare Costs The 2nd quarter of 2021 was marked with expansive growth in both GDP and, more importantly, inflation. As communicated in the Quarterly Economic Update, “According Read the full article…
Many times, I sit down and write these letters with a clear understanding of what items I want to cover because they are newsworthy or something remarkable has happened. This is not one of those times. Compared to last year at this time, this letter would be about as boring as they get. No massive Read the full article…
COVID-19 vaccine prospects should make 2021 a year of Global Economic Recovery. As I sit here in my home office in early January, thinking about topics to add to this 2020 review and quarterly letter, my monitor is a constant reminder of how our world has changed, as I would normally be writing this letter Read the full article…
Happy campaign season! I hope everyone is as tired of political ads as I am, and if you are not, good news, there’s one more week! I rarely and with good reason, discuss politics in these letters. However, I recently wrote a piece comparing the two tax plans from the major presidential nominees and the Read the full article…
