Author: Topturn Capital

Scary times often bring out purveyors who, for whatever reason, feel the need to prey on people’s fears.  This has been especially true during current COVID-19 conditions.  Rather than delve into why I think...

What is “normal”? It felt pretty easy to understand back in the first week of March. It feels like many years – rather than weeks – have passed since then. “Normal” seems hard to locate. I hear a lot of people,...

During a call with a business owner client last week, while discussing the massive stimulus package that was then headed toward approval, my client said something that hit home hard:“$2 Trillion of stimulus, yet somehow I have a...

When we first started writing this article, in what seems like wayy back on March 11th, the world was just starting to react to the rise of COVID-19. The markets had been experiencing some of their worst days, with panic in the...

Looking back over 2019 from this vantage point feels pretty invigorating. It was a very strong year for returns – with even conservative asset allocations without a lot of stock exposure performing quite...