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Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Wednesday, April 1, 2020

It is Week 2 of what I consider our national quarantine. Only last week did most states, counties, and cities across America urge our citizens to stay-at-home, shelter-in-place, and social distance through governmental orders. And, yet...

 

Thursday, March 19, 2020

As of the close of the market yesterday, March 18, 2020, the S&P 500 was down -29.51% from its high on February 19, 2020. One month is all it has taken to turn stock charts a deep crimson. This bear market has come swift and fierce -...

 

Tuesday, March 10, 2020

I was talking to one of the advisors in our office yesterday morning as we both watched the market implode on itself. He asked me, “What am I going to tell my clients?”. I answered with a question – “What do you...

 

Wednesday, November 13, 2019

It is that time of year again – no, we are not talking about the fast approaching holiday season, though, it is also that time of year again – it is Required Minimum Distribution (RMD) time. For those who are unaware,...

 

Friday, August 16, 2019

If you're following the news, you know that financial markets across the globe have experienced increased volatility in recent weeks from trade concerns, protests in Hong Kong, and political uncertainty. The volatility was exacerbated...

 

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Monday, May 13, 2019

If you are paying attention to the news you probably already know that the U.S. is once again getting tough on trade with our largest trading partner, China. And, if you are paying attention to your investment portfolio you have...

 

Tuesday, December 18, 2018

I work with my father. He worked with his father. And, family in business together is like anything else, there is good and bad. Mostly good, I think. My father has been my mentor for all of my life, and certainly for all of my career....

 

Wednesday, November 7, 2018

People love to ask me what I think “The Markets” are going to do once the results of an election cycle in our country are confirmed on election day. I worry my initial response is something like Mike Gundy being asked his...

 

Wednesday, October 24, 2018

As the song goes – momma said there’ll be days like this. I’m looking at the stock market ticker tape at the end of trading today and it is a fine hue of crimson. Some might observe that there’s blood running in...