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Easier Said Than Done

Easier Said Than Done

Markets pullback, bubbles pop, and economies cycle. Since the beginning of time, this has been the case and today is absolutely no different. I am certainly not being trite nor do I enjoy losing money however what is playing out in the markets at this very moment,...

Panic Persists

Panic Persists

It seems like eons ago we faced the terrible Covid market declines which saw the Dow fall from close to 30,000 to a low of 18,000 in a matter of 5 weeks. I vividly remember as day after day, markets gapped lower forcing circuit breaker halts in order to slow down...

Is the Bull Back?

Is the Bull Back?

Poof, just like that the market seems to have shaken off the recent woes and stepped back from the abyss. In the last week, the S&P has bounced over 8% while the tech-heavy NASDAQ has moved 13% off the bottom. The initial move last Monday was sparked by peace...

Capitalism will Prevail

Capitalism will Prevail

I read about a study once that had a profound impact on me. A researcher, Curt Richter, was testing the resolve of rats and placed a few in a bucket of water with the task of swimming for as long as they could. Within 15 minutes each of the rates drowned. In the...

Close But Not Yet

Close But Not Yet

In the midst of the Covid pandemic there was little to no hope. It now feels like eons ago we were waking up to perpetual sinking prices across the board and new investors were learning firsthand about ‘circuit breakers’ or a method by which markets halt in order...

Taxes and Firm Update

Taxes and Firm Update

Taking a break from the relevant news of the day, I wanted to take a moment to discuss taxes as well as an update on the Bluespring partnership. 1099’s are now out from Charles Schwab. If you do not want to wait for the mail and have yours e-mailed directly to you,...

Panic & Fear

Panic & Fear

There’s an old saying: “Buy on the Cannons, Sell on the Trumpets.” Most attribute this quote to Nathan Mayer Rothschild, founder of what is now Rothschild & Co., a 212-year-old investment bank. Some refute the source, however the general concept of buying when...

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