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Flu Communique March 30, 2020

With the caveat that our background is in investments, not epidemiology, we wanted to share a little historical perspective on prior market reactions to pandemics as well as provide some perspective on what is happening currently.

March 30th, 2020|

Update March 20, 2020

The markets remain volatile—slightly up one day, down the next, rinse, wash repeat—and frankly, we expect this to continue until news surrounding the Coronavirus stabilizes. There are many predictions and opinions about when that could happen, but we are not virologists or pandemic experts. We do believe with more testing will come more cases which means to us, any true normalcy in the markets and life, is probably at least a few weeks away.

March 24th, 2020|

Quick Take March 17, 2020

The markets have recently reminded all that volatility is always right around the corner. Volatility, sudden corrections, uncertainty—all part of the price we pay to participate. Context, however, is what’s missing from most things today. We are so fixated on right now—we forget where we were, and lose sight of where we want to go. Nowhere is this more prevalent than in the stock market. We need look no further than the “Fear and Greed Index” to see how quickly things change.

March 17th, 2020|

Quick Take March – 2020

Narratives are powerful. Since the days of our earliest ancestors, storytelling has been a consistent means of communicating these narratives, be they uplifting or apocalyptic. In the age of cinema, narratives of the apocalyptic kind have become popular, and one of the staples for Hollywood has been to play out a scenario of a modern-day plague: Outbreak, Contagion, Seven Monkeys, etc.

March 2nd, 2020|

SECURE ACT and Preparing for 2020

SECURE ACT and Preparing for 2020 Like a frantic holiday shopper, Congress waited until the last minute to get something done. In this case, the something was a present (of sorts), called [...]

January 17th, 2020|

Investor Updates – January 2020

Investor Updates - January 2020 The sequel. A staple of Hollywood. However, how often is the sequel as good as the original? Bill & Ted’s Bogus Journey was just that. Was anyone [...]

January 17th, 2020|


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