16 Mar 2023

Posted at 13:28h in The Friday Brief by

It's a reasonable question to ask. One that is most often asked during times of stock market volatility like we experienced during last year's bear market. The answers to the question in that context are often centered around portfolio diversification (don't put all your eggs...

16 Feb 2023

Posted at 13:37h in The Friday Brief by

Do you have a favorite season? Would you choose winter, spring, summer or fall? Or perhaps the holiday season, beach season or football season? Whatever your choice, I suspect that tax season is near the bottom of your list. Like it or not, on Monday,...

19 Jan 2023

Posted at 15:05h in The Friday Brief by

2022 was a tough year to be an investor. Supply chain bottlenecks, the highest inflation we've seen in 40 years, the war in Ukraine and a very aggressive Federal Reserve all ran headlong into elevated stock and bond valuations creating an unpleasant scenario for most...

08 Dec 2022

Posted at 11:42h in The Friday Brief by

When I was a kid, some of my favorite books were from the Frog and Toad series by Arnold Lobel. Each book contains five silly, yet profound, stories about a tall, green, easy-going frog and a short, more serious, and sometimes neurotic, toad. The stories...