Quarter End Summary – Q1 2022

What Is the Market Telling Us About Inflation and Interest Rates? The financial press and client conversations this quarter have been focused on Federal Reserve rate hikes, inflation and higher interest rates, and it is worthwhile for investors to try to better...

Geopolitical Conflicts and Financial Market Volatility

The actions of Russia leading up to and including its invasion of Ukraine on February 24 have resulted in more volatility in the financial markets around the globe, affecting stock prices, bond prices and the price of oil in particular. As a long-term investor, it is...

Quarter End Summary – Q4 2021

4 Charts That Help Define 2021 As we make our way into the new year, the end of 2021 feels similar to the end of 2020, as the emergence of the Omicron variant extends the pandemic. To add to this all-too-familiar uncertainty, investors have expressed similar feelings...

Quarter End Summary Q3 2021

To Achieve Your Financial Goals, Know Your Risk Tolerance   Everyone has their own definition of what it means to take a risk. Some people find skydiving relaxing while the more cautious among us stop at a yellow light while driving instead of seeing it as an...

Dimensional adds ETFs to their Portfolio

You may have noticed that on Friday, June 11, 2021 Dimensional Fund Advisors converted a few of their mutual funds into Exchange Traded Funds, or ETFs. Because many of our allocations hold these funds, I wanted to explain why these changes are beginning to take place...

Perspective on the Second Quarter of 2021

In varying degrees, U.S. and foreign economies are beginning to “open back up” as vaccines against the coronavirus continue to be administered. Through the first six months of the year, stocks were up 14.3% (as proxied by the Russell 3000 Index) and long-term Treasury...