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08/18/22

Q2 2022 Market Update

During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…

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05/04/22

Q1 2022 Market Update

During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…

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05/04/22

Q1 2022 Market Update #3

During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…

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02/23/22

2021 Annual Letter

The year 2021 was generally strong for investments, financial plans, and our business. Despite headwinds such as inflation, supply chain iss

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10/28/21

Q3 2021 Market Update

Q3 was a bit of a pause on the yearly growth, but markets again roared back to all-time highs in October. This year has continued solid retu

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08/02/21

Q2 2021 Market Update

In Q2 2021 the Wilshire 5000 Total Return index gained 8.05%, the All-Country World Index gained 7.11%, and the Barclays Aggregate Bond…

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07/30/21

Etsy (ETSY) Scratch Notes

Etsy is the global marketplace for unique and creative goods. We connect millions of buyers and sellers from nearly every country around…

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05/06/21

Q1 2021 Market Update

The past 5 years have offered tremendous returns in the stock market while also maintaining inflation-like returns in the general bond marke

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02/03/21

2020 Annual Letter

I’m happy to share with you that, like our clients, our business had a very good year in spite of the many challenging headlines.

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