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Not All Indexes Are Created Equal
“What did the market do today?” “How about that market?” “That market is really something, eh?” 
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Let’s Talk Bonds: Use a Telescope, not a Microscope
There are a lot of headlines about interest rates rising and many will say something along the lines of “Highest rates since 2020!” or “Rates Jump to Highest Levels; Mortgage Rates Climbing!” Couple those headlines with the fact that the 10-year bond yield just moved up to 2%, a somewhat psychological level. There are fears...
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Inflation is Back: Any TIPS to Fight It?
We all know the years 2020 and 2021 have been a period for the record books. May you live in interesting times, as the saying goes.
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Ask the CIO: Let’s chat a bit about bitcoin
Will cryptocurrencies eventually become legitimate?  Will some type of digital currency ever take hold?
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Getting Real about Rebalancing
The last 17 months have been quite the run for stocks. The S&P 500 is up over 100%1 since the pandemic low on March 23, 2020.
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Collecting Collectibles? Consider this.
When you think of collectibles, the first things that may come to mind are your baseball card collection, the Persian rug in your living room, or the 1967 Ford Mustang in the garage.
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Building Investment Stamina Through Better Rebalancing
Two of my favorite lifetime pursuits are: (1) matching wits with brown trout on local streams, and (2) seeing clients reach their financial goals.
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How I Organize My Money
Some of you may be wondering what financial guidance to provide your children who are graduating college or starting their working careers.
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Introduction to ESG Investing
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