The Backdrop: A Quick Summary Omicron: The recent rise of the COVID-19 Omicron variant poses a potential threat to economic growth, with the possibility of slowing labor market participation and …

behavioral ADVISOR How to Avoid Overreacting to Taxes With the sharp market rebound, investors may find sizeable gains and tax consequences in their portfolios. Few things generate a more emotional …

The Halloween Effect In our previous commentary, we discussed the well known seasonal adage known as “Sell in May and Go Away.” The corollary to that is the “Halloween Effect,” …

Three-and-Three Weekly Our observations on recent and upcoming developments of interest to investors. LOOKING BACK 1. Biden Introduces New Social-Spending and Climate Framework After extended negotiations with Congressional Democrats, President …

Three-and-Three Weekly Our observations on recent and upcoming developments of interest to investors. LOOKING BACK 1. COVID-19 Conditions Continue to Ease The U.S. saw 89k daily reported U.S. COVID-19 cases …

Third Quarter 2021 Commentary Market volatility continued into Q3, with large-cap stocks up 0.6% and small-caps down 4.4% for the quarter. While the economy continued its recovery, the delta variant, …

More Choices, More Confusion There has been an overwhelming growth in the number of investment choices over the last 20 years, as asset managers compete for investment dollars. As a …

It has been largely expected by market participants that the Fed would soon announce the start of tapering (reduction of asset purchases). However, the weak Nonfarm Payroll print on September …

It has been 11 months since the last 5% correction in equity markets, and the coming weeks present a number of significant potential risks. When was the last time the …

Financial Planning as a North Star The daily stream of events and the accompanying wave of pundit opinion can take its toll on weary investors and leave them in a …