News & UPDates
Q2 2018 Mix Tape
Each week we read dozens of blogs, articles, whitepapers and presentations as part of our investment process. Below are some of the most important slides, charts and commentary about the economy, markets and industry trends for Q2. Key thoughts: (If you find this of...
Are you planning for lower returns over the next 7 to 10 years?
I recently did a presentation for a board meeting and I thought I would share some of the key thoughts and slides. If you find this of value, please share with your friends and family. It is amazing how many people need help and are paying way too much in total...
Q1 2018 Mix Tape
Each week we read dozens of blogs, articles, whitepapers and presentations as part of our investment process. Below are some of the most important slides, charts and commentary about the economy, markets and industry trends for Q1. Key thoughts: (If you find this of...
Risk Always Happens Fast
(Updated Charts included) Since the Market highs on 1/26/18, the markets have finally had some overdue volatility. The S&P 500 has pulled back almost -8% from the most recent all-time high of 2,865.8. As a reminder, volatility is normal when investing in...
2017 Market Recap
At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in the US, implementation of Brexit, conflicts in the...
Election + 1 Year
The markets have been on a rip higher since the election last year. Although President Trump takes a lot of credit for all-time highs, the real credit always goes to corporate profits, a global recovery and easy money from central banks. We have come a long way...
Q3 2017 Mix Tape
Here is our market update for Q2 2017. The bull market has continued and shows little signs of slowing. Despite global concerns, hurricanes, dysfunction in Washington DC. Although the recent hurricanes will may slow short-term growth, they may help in future quarters...
Tips for Preventing Identity Theft
I know that this is a long blog post but there is some great information and resources in this post. Via Lifeguard Wealth blog: “There is a lot of information buzzing around in the wake of the cybersecurity breach of credit reporting agency Equifax, which put...
Passion, Curiosity, Grit and Resiliency
Are you Gritty? Passion, Curiosity, Grit and Resiliency are the keys to success in the 21st century. I recently attended a conference and one of the keynote speakers was Angela Duckworth. She is the author of Grit: The power of passion and perseverance. So...
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