Financial Resources and News

Are Bonds Dead?

Dear clients and friends, October marked the third straight monthly drop for U.S. stocks where the Nasdaq and S&P 500 entered correction territory (down more than 10% from the most recent 52-week high). We mentioned last month that these corrections happen about...

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August 2023 Update/Direct Indexing

Dear clients and friends, We hope each of you is enjoying the summer months and a more stable market environment. As we progress further into the second half of the year we wanted to provide a quick update on the markets as well as introduce a concept called "Direct...

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2022 A Year of Volatility

Dear Clients, We hope these comments find you healthy and well and provide some explanation of the current market conditions and what we are doing to navigate these rapidly evolving dislocations. After the stock markets rallied back about 8% in March after the initial...

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Impeachment or Noise?

It is hard for investors to separate actual from perceived threats to the market and their portfolios. Whether there is an issue with President Trump, North Korea, trade negotiations or some other risk, investors often find themselves hit with market gyrations over...

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