Market Updates
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Sep 6 2022
Investment Update: September 2022It's time for an investment update. This short blog will tell you a little about how your “diversified” investment bucket might help your portfolio.
Feb 24 2022
Investment Update: February 2022Given the recent market volatility, I want to give you a quick update on your investments. Here's how we are monitoring your portfolio...
Sep 11 2020
Investment Update and Comments on Jobs (How Many and How We Work)We wanted to address a couple of points following last week’s update. We have gone slightly more defensive in your portfolios...
Mar 18 2020Separating Emotions from Investing is Key to Surviving Coronavirus.These last few weeks have been a roller coaster. Here's what we have been doing and what you can do in this time of uncertainty...
Mar 6 2020Investment Update: Did the Market Just Catch a Cold, or Is It Terminally Ill?In this update, I want to cover a few areas that could suggest stabilization in the market and also a few caution signs we are carefully watching.
Feb 25 2020Investment Update: February 2020Due to recent market volatility, I want to give you an update on how we're reducing risk exposures while staying the course on your unique needs and goals.
Jul 11 2019Investment Newsletter 3Q19Read Stuart's letter for an update on the markets and investments. The strong rally in 1q19 is flattening out and low-interest rates have limited downside.
Feb 4 20192018 Was Truly an Unusual Year for MarketsYou can read about our outlook for 2019, but in the meantime, here are 3 facts that made the year 2018 truly unusual in recent market history.
Oct 19 2018October Volatility Update: Near-Term Caution, But Looking for OpportunityWe are watching the market and adjusting our strategies to become more defensive. Here are 3 reasons why we are not completely bearish.