Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
2020: The Year In Review
Every January, it’s customary to look back at the year that was. What were the highlights? What were the lowlights? What events will we always remember? Most importantly, what did we learn? Here's the problem, though: How in the...
Read MoreJanuary 11, 2021 - Markets Start 2021 on a High
The Week on Wall Street Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard &...
Read MoreHappy New Year: We Did It
Another year is in the history books, and what a year it was. There are few people, I imagine, who are sad to see the year 2020 go – mainly because it felt like ten years rolled into one. Yes, the universe threw a lot at us this...
Read MoreRoom in the Inn
“And she brought forth her firstborn Son and wrapped Him in swaddling clothes and laid Him in a manger, because there was no room for them in the inn.” - Luke 2:7 Every Christmas, we celebrate this moment. Two thousand...
Read MoreDecember 21, 2020 - Vaccine Rollout Spurs Markets
The Week on Wall Street Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500...
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White House Chanukah
In 2009, President Barack Obama and the First Lady welcomed leaders from the Jewish Community to the white house. While gathered in the grand foyer, President Obama had this to say: It was more than 2,000 years ago, in the ancient city...
Read MoreDecember 14, 2020 - Cases Rise, Stocks Retreat
The Week on Wall Street Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill. The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq...
Read MoreDecember 7, 2020 - Is Stimulus Near?
The Week on Wall Street Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package. The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor’s 500 tacked on 1.67%. The Nasdaq...
Read MoreNovember 30, 2020 - Dow Hits 30,000
The Week on Wall Street Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty.The Dow Jones Industrial Average rose 2.21%, while the Standard &...
Read MoreNovember 23, 2020 - New Infections Increase Anxiety
The Week on Wall StreetDespite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase in new infections and economic lockdowns.The Dow Jones Industrial Average fell 0.73%, while the...
Read MoreNovember 16, 2020 - Vaccine Triggers Rally
The Week on Wall Street News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh...
Read MoreMaking LongTerm Decisions While Dealing With Short-Term Challenges
Making long-term decisions while dealing with short-term challenges. It’s the acid test of being a successful investor. It’s also a test every investor will be taking for the rest of 2020. On Monday, October 26, the stock...
Read MoreA More Perfect Union
We the People of the United States, in Order to form a more perfect Union, establish Justice, insure domestic Tranquility, provide for the common defense, promote the general Welfare, and secure the Blessings of Liberty to ourselves...
Read MoreThe 2020 Elections
Pandemics and protests. Wildfires, market crashes, and a recession. If someone ever tries to tell the story of 2020 on film, it will take more movies than Star Wars. At one point, we even had to worry about murder hornets. Murder...
Read MoreEnd of Summer market Update
Speed bump, stop sign, or red light? That’s the question investors are asking. Let me explain. After cruising for the past five months, the markets screeched to a halt on September 3rd. The Dow dropped over 800 points, and the...
Read MoreWhy Labor Day is worth celebrating - especially during the COVID-19 pandemic
Labor Day is coming up! Normally, we’re used to celebrating it with parades, barbecues, and sometimes, fireworks. Unfortunately, for this Labor Day, we will have to go without the traditional celebrations. But I think I can speak...
Read MoreSummer Market Update: My Thoughts On Investing Amid The Current Market Situation
Every year around this time, parents, grandparents, and guardians prepare for Back to School season. This year is no different – except how they prepare may be very different indeed. Due to the pandemic, parents now have some...
Read MoreThe Difference Between Ordinary And Extraordinary Is That Little Extra
As you know, the coronavirus has made certain aspects of life more difficult. Work, education, and leisure have all been transformed due to the need for social distancing. Under such conditions, we can hardly blame anyone for throwing...
Read MoreHappy Independence Day
Happy Independence Day! To commemorate our nation’s birthday, I’d like to tell you a story about a young man you’ve probably never heard of before. His name was Harry Burn, and it was 100 years ago this summer when he...
Read MoreCoronavirus Recovery Scenarios
What will the economic recovery look like? It’s the million-dollar question. Will it be V-shaped, with the economy bouncing back as swiftly as it fell? Or will it be more like the Nike swoosh – a swift drop, with a long but...
Read MoreThe Best Man I Ever Knew
Early Happy Father’s Day! As you know, this special day isn’t just a chance to buy Dad some new cologne or a card. It’s an opportunity to reflect on what fathers mean to us. The things they’ve taught, the values...
Read MoreCoronavirus Market Update
You’re on the highway, drumming your fingers along the steering wheel and humming to the music on your radio when suddenly you look at the speedometer. Woah! You’re driving 83 miles per hour – and the speed limit is...
Read MoreThe Medal Of Honor
In honor of Memorial Day, I’d like to tell you a story about a man named Ben Salomon. Ben Salomon was a dentist. He went to school, got his degree, and started his own dental practice at the tender age of 23. The most trying...
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