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...
Read MoreWhen 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...
Read MoreLooking 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 well. However, if...
Read MoreThis year’s hit movie starring Matt Damon and Christian Bale, follows automotive visionary Carroll Shelby in his quest to build a race car capable of defeating perennially dominant Ferrari. If you like either cars, or...
Read MoreThe first nine months of 2019 were incredibly strong. In fact, it’s been one of the strongest first-nine-month periods in decades. By mid-October, as I sat down to develop this article, the S&P 500 was up over 18%. It’s been...
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