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…
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Quarterly Client Letter – Q2 2022
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…
Quarterly Client Letter – Q4 2021
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…
Quarterly Economic Update – Q3 2021
In this Q3 recap: U.S. economic growth slows in the face of Delta variant headwind. Europe’s economic outlook remains positive. Stocks retreat from record highs; confront a bevy of challenges. A review of Q3 2021, presented by Philip Clark, CPWA®, CFP®, CLU® , November 2021 THE QUARTER IN BRIEF Overcoming rising Delta variant infections, a slowing Read the full article…