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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11/06/20
Q3 2020 Market Update
Quarterly Market Recap The third quarter continued this year’s rebound with the Wilshire 5000 index gaining 9.01% from the timeframe of…
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08/12/20
Q2 2020 Market Update
Quarterly Market Recap
· Election Fears
· Market Fragmentation
· Top Client Questions and Answers
The second quarter saw a large rebou
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05/07/20
Q1 2020 Market Update
Q1 2020 Highlights · Never bet against America · Quarterly Market Recap · Top Client Questions and Answers Thoughts on the United States…
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04/07/20
Cares Act – What you Should Know
I hope this update finds you and your family healthy and taking advantage of the extra family time provided by this historical period we…
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