Nowhere to Hide

Greetings & Happy Spring.  We trust this note finds you well. In late January we sent out a note (Hello Volatility) discussing the financial markets going through a rough January and the Federal Reserve navigating this economy with 40-year high inflation.  As we take inventory of the global markets three months later, the trends of […]

Optimism?

Good Morning & Happy Snow. To say it’s been an interesting January in the markets is an understatement.  We opened the year with the worst week in the history of the bond market.  The good news is the bond market has calmed down since then and has been mostly flat.  However, thru last Tuesday, January […]

2022: Hello Volatility

Hello and a late Happy New Year.  It has been quite a while since we have communicated our thoughts/concerns on the markets.  The reasons for that are fairly simple.  First, there is plenty of irrelevant ‘noise’ out there in the media, so we never want to fall into that category.  Second, since the onset of […]

Milestones 2022

As we close the books on 2021, we wanted to outline several contribution limits and age milestones which will present potential planning opportunities for 2022:   Common Contribution Limits   Traditional & Roth IRA’s – staying at $6,000/yr; catch up contribution of $1,000/yr for those age 50 and older For the Roth IRA, you can […]

Milestones 2021

As a rather eventful 2020 ends, we wanted to outline several age milestones and contribution limits which will present potential planning opportunities for 2021:   Age 50 – You can increase your annual contribution to your 401k by $6,500, while those contributing to a Roth or Traditional IRA can add an additional $1,000.  With retirement […]

Happy Election Halloween

Happy Halloween.  We trust this note finds you anxiously looking forward to putting next week’s elections in the rearview mirror.  We also hope your friends and family are safe & healthy. This note will be shorter than most as we simply wanted to drop you a friendly reminder of how we’re positioned in our core […]

Presidential Election

Hello.  We trust this note finds you well. As you might expect, we have received several inquiries regarding the upcoming presidential election on November 3rd.  It’s no secret that the political environment in our country is arguably as contentious as it’s ever been.  And, while there is certainly much cause for concern, we felt it […]

Thank you!

Greetings & Happy Spring. I want to start off this note by saying THANK YOU.  Thank you for not giving up or bailing out over these last two months.  Thank you for not letting your emotions get the best of you.  Thank you for trusting our dedicated team to do what we do when the […]

What can I control?

Greetings.  We hope this note finds you safe. We all know returns in the 1st quarter of this year were brutal.  A solid start to the year quickly turned into the worst first quarter in the history of the US Stock Market.  Commerce, in general, has ceased.  Current job losses are setting all-time records.   We […]

What can go right?

Hello.  We hope & trust your family is safe during these crazy times.   Today we want to take a few minutes and imagine “What can go right?” as we muddle thru this global pandemic.  We are not going to spend much time on what can go wrong.  All it takes to imagine those scenarios […]