Predicting the Next Recession
If we tracked the most commonly asked client question over the past six months, a variation of “when is the next big recession coming?” would…
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Recession Signals that are Flashing Red
“There are decades when nothing happens, and weeks when decades happen.” – Uday Kotak, founder of Kotak Mahindra Bank The gap between how people are feeling about the economy and what’s happening is bigger than the Grand Canyon. The soft...
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Are you Paying for Services NOT Rendered?
You have a huge landscaping project in front of you. While you’ve done some basic lawn care in the past, this project will require the…
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Should I Just Buy the S&P 500 in Retirement?
We were sitting outside on a beautiful late summer Portland day. I was having a spirited conversation with a retired prospective client who was working…
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Is Anyone Bullish on the Stock Market?
We shared a laugh about how easy it was to come up with a list of potential landmines for the financial markets. The conversation was…
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Should you Act on Big Down Market Days?
“Well, that escalated quickly.” – Ron Burgundy, Anchorman It should be obvious by now that presidential tweets are untradable, unpredictable, and financial markets are paying…
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Simple Doesn’t Sell
“Complexity gives a comforting impression of control, while simplicity is hard to distinguish from cluelessness.” – Morgan Housel, The Collaborative Fund As financial markets flare…
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Is Your Wealth Manager Overweight Equities?
“Pay attention to what they do, not what they say.” – Anonymous I was perusing a research note from another financial institution on their portfolio…
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How Common are 5+% Pullbacks?
A client asked me what our crystal ball was saying after the turmoil this week. It’s impossible to know what happens next, but it did…
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How I’m Personally Invested
I give people advice about what to do with their money. Therefore, you have a right to know how I personally invest, and my attitude…
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