How Should I React to Market Volatility?
After years of positive market performance, newer investors are seeing for the first time that markets do not go up ...
When Is the Right Time to Hire a Financial Advisor?
Many people think you shouldn’t hire a financial advisor until you have accrued a great deal of assets. However, that’s ...
Preparing to Sell Your Business: How to Optimize the Sale and Transition
We’ve worked with entrepreneurs over the years who have poured their hearts and souls into their businesses. And when the ...
2019 2nd Quarter Commentary: “From Fear to FOMO”
It was just over six months ago that we penned a piece about the then market sell-off, cautioning against knee-jerk ...
2019 1st Quarter Commentary: “When Hindsight Isn’t 20/20”
“Before, You Are Wise; After, You Are Wise. In Between, You Are Otherwise.” –David Zindell Most of us are attracted ...
2018 4th Quarter Review: “Holidays, Goldilocks, Resolutions and Strolling Along the Laffer Curve”
In the grand scheme of things, this holiday season was probably no different from those of the past. Like many ...
Our Habits Matter
My five month old daughter is just beginning to understand the concept of cause and effect. She is learning that ...
2019 3rd Quarter Commentary: “The Recession is Coming! The Recession is Coming! What is a Recession Anyway?”
One of our least favorite things about investing is the remarkable imprecision of language. There are so many terms like ...