April Fools! S&P continues bounceback for a 17% gain

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Posted on May 1st, 2020

March was the longest year, but April seemed like a quick week.  The S&P’s 17% gain for April made it the best April in several […]

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Pandemic + Massive Stimulus = Big Impact

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Posted on April 2nd, 2020

Our Perspective for Individual Investors and Businesses Executive Summary: Stimulus at a breathtaking, alarming scale The suddenness in the mandated halt in the economy due […]

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Covid-19’s Impact on Main Street and Wall Street

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Posted on April 2nd, 2020

Impact on the Market Covid-19’s impact on the financial markets and the real economy has been severe and historically fast.  In our March newsletter, we […]

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Market Reaction to Coronavirus

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Posted on March 2nd, 2020

Fears of contagion of the Coronavirus triggered the market to experience it’s fastest 10% drop from an all time high last week and prompted the […]

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Opportunity Zone Update: New IRS Language Clarifies Lingering Issues

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Posted on May 2nd, 2019

The IRS recently cleared significant hurdles for investors interested in Opportunity Zone Funds with the release of its second set of Treasury regulations regarding Opportunity […]

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Opportunity Zone Fund Update

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Posted on March 5th, 2019

The landscape for Qualified Opportunity Zone funds continues to develop and show promise.  While favorable taxation should never trump underlying investment merits, this strikes us […]

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2018: Economy Hums While the Market Drops

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Posted on January 8th, 2019

2018 is a perfect lesson in the market discounting future economic information.  If I were to tell you the economy would run churn as the […]

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The Tech Sector Could Be Dominating Your Portfolio

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Posted on November 5th, 2018

While the Tech Sector isn’t “dominating” any of our clients portfolio, the below article does a good job of highlighting how “The Market” is referred […]

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Opportunity Zones

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Posted on October 5th, 2018

One reason I love my job is that I get to carve out a slice for “Nerd Out” time. This is time spent reading research, […]

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Do You Have an Exit Plan in Place for Your Business?

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Posted on July 2nd, 2018

Exit planning is something that all business owners will have to face at some point.  Like being the executor of an estate, it is usually […]

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