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Time to Sell or Time to Buy?

While it is tough to be away from the office, some aspects of this temporary step back from my daily routine have been a breath of fresh air. It has given me the opportunity to enjoy some bonus time with my family, take the dogs out for a few extra walks and do a lot less shaving. I think my wife is ok with me being here all the time, but sometimes it is difficult to tell…

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Considering A Backdoor Roth Ira?

One of the most common questions among younger high-income families is whether they are saving money into the right type of accounts. Many come in with an emergency fund in place, maxing out their 401(k)s and even making 529 contributions.

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The Yield Curve Inverted - Is a Recession on the Horizon?

The yield curve is the “connect-the-dot” line that follows the yield of treasury bonds with maturities from 1 month to 30 years. Typically, this curve is sloped upward, as longer-term bonds demand a higher yield. In a healthy economy, when long-term growth is expected, higher long-term yields are indicative that investors have positive feelings about growth in the economy.

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Warning: Do Not Try This At Home

People engage in high risk/low reward activities all the time, particularly with their investments. Many are fully capable of managing their portfolios themselves, and maybe they should.

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Having Doubts About the Market? Good!

How does today’s volatile stock market make you feel? If you are paying attention to the headlines, I’m guessing you feel a little uneasy at best. Here is one of many questions we ask a lot of our new clients: If the...

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Driving a Car Blindfolded

Managing a portfolio is like driving a car blindfolded. Even the most skilled analysts miss the mark more often than not. Our approach is different.

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