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Publications, Insights, & News

Midterms & Markets

I present you with two quotes: “Democracy is the form of government in which the free are rulers.” – Aristotle “I tell you, all politics is applesauce.” – Will Rogers Whichever quote best describes your attitude about the upcoming election, the fact remains that on November 6, we have an opportunity to perform our civic duty as citizens of a free country. So whatever party you belong to or opinions you hold, I hope you’re able to carve out time to vote!

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Interest Rates 2018

It’s October, which means autumn is upon us. But this year, it’s not just the leaves that are falling. The markets have been falling, too. On Wednesday, October 10, the Dow slid more than 800 points. The S&P 500 fell for the fifth straight day. . .

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Liquidity

Quick – what’s the first thing that comes to mind when you hear the words Harvard University? Is it “Ivy League college?” “Prestigious institution?” A finishing school for aspiring doctors and lawyers?

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Words To Live By

A major part of my job – perhaps the most important part – is helping people pursue their financial goals in life. Over the course of my career, I’ve discovered that while things like planning, saving, and investing are crucial, it’s equally important to look beyond the numbers. Achievement is about more than just spreadsheets or quarterly statements

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Longest Bull Market In History

The fastest. The strongest. The first. The longest. It’s exciting whenever a new record gets set. It makes us feel like we’re witnesses to something important, something historic. Something we can tell our grandchildren about. And now, we can add a new record to the list. . .

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Labor Day

It’s easy to treat Labor Day as little more than the last summer holiday. As one more opportunity to visit the lake. As a day for barbecues or sipping lemonade on the hammock. After all, Labor Day lacks the historical traditions of Independence Day, the gravity of Memorial Day, or the religious significance of Christmas, Easter, or Chanukah. It’s just not quite as important. Right?

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