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Third Quarter 2023 In Review
Market Overview This was not a great quarter, to be fair. Stocks and bonds across the board were down. This happens! Sometimes we are up, sometimes we are down. Over 90 days, we were down. But it has...
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First Quarter 2024 In Review
Market Overview Quite frankly, we cannot ask for much more than what we saw this quarter. While bonds were slightly down over the last 90 days, stocks across the board were positive, some in a very...
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Second Quarter 2024 In Review
Market Overview The second quarter of 2024 has been a solid one. While not quite the knock-out numbers from the first quarter of this year, we should still be pleased. Small cap stocks were down, but...
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Quid Pro No
I started this firm over a decade ago, and the idea was pretty simple: I wanted to strip away a lot of things in this business that I do not like, that I think are rubbish for clients and create...
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2024 In Review
Market Overview Markets got a little bit more interesting here in the fourth quarter. The S&P 500 had a nice run into and out of the election, and then saw choppy waters coming off of an early...
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1Q 2025 Overview
Market Overview Well I think it is safe to say that we have exited the period of calm, quiet and pleasantly upward-trending markets lately! The first quarter of 2025 has been volatile at least and...
View ArticleStand There
You don’t have to do something. You don’t have to panic, you don’t have to raise cash, you don’t have to rebalance. You don’t have to look for tiny tax losses to make yourself feel like you are in...
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2Q 2025 Overview
Market Overview After a pretty rocky first quarter, markets in general have bounced back with strength through the second quarter of 2025. Investor sentiment seems very resilient to uncertainties...
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3Q 2025 Overview
Market Overview Stock markets across the globe posted a truly remarkable third quarter with US stocks pushing near double digit returns and emerging markets gaining over 10% in the last three months....
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2Q 2026 Overview
Market Overview And just like that, we’re back. After a very volatile first quarter with losses in the S&P 500 and international stocks, markets bounced back with huge gains in the last three...
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