Investment Commentary

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Belling the Cat

Sometimes even the best of ideas are only good in theory because they are impossible to implement in practice.

Should I Worry About the Banks?

While a full-blown banking crisis is not likely, the recent Silicon Valley Bank failure provides a great opportunity to review your cash management strategy.

Silicon Valley Bank Failure, FDIC and SIPC Insurance

As a follow-up to the developing news on Silicon Valley Bank (SVB), we thought we would share some additional insight around questions we are hearing from clients related to FDIC insurance and the safety of their investment accounts at our custodians.

Silicon Valley Bank: An Unfolding Story

On Friday, Silicon Valley Bank (SVB) was seized by U.S. regulators after there was a run on the bank. This failure of the nation’s 16th largest bank raises several issues we want to address.

Tax-Loss Harvesting in a Down Market Cycle

In ranching country, experienced livestock raisers know that periods of drought are inevitable. Not only that, but they know that there are certain things that need to be done during the dry times in order to be able to take maximum advantage of the rains when they begin to fall again in the future. Knowledgeable...

Secure Act 2.0 – What’s In It For Me?

At the end of December Congress passed a bill (signed by President Biden) authorizing roughly $1.7 trillion in new Federal spending.

Markets Don’t Wait for Announcements

So let’s get to the punchline first: Markets don’t wait for announcements and smart investors should not focus on headlines.

A Spectacular Crypto Failure

Last week, two of the former leading companies in the cryptocurrency space, FTX, a crypto broker, and its affiliate Alameda Research, a crypto trading firm, filed for bankruptcy.

Politics, Portfolios, & Patience

With the mid-term elections on November 8th, you may wonder if any action needs to be taken prior or in response to the results of which party wins the majority on Capitol Hill. The short answer is no.

No Skeletons in This Closet

Last Friday, the Wall Street Journal published an article by Jason Zweig titled You Don’t Know What You Don’t Know About Your Financial Advisor.

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Investment Commentary

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