Investment Commentary

June 30, 2023

2nd Quarter 2023: Market and Economy

Market and Economy Stocks enjoyed a remarkable run in the first half of 2023. The […]
May 26, 2023

The Counterintuitive Stock Market Strategy: Lose Less

In 2020 my wife and I purchased a Peloton exercise bike. We had read wonderful […]
March 31, 2023

Turkey Season: 1st Quarter 2023 Commentary

Turkey Season—An Investment Story Somehow my son Charlie, age 15, talked his mother into letting […]
March 31, 2023

1st Quarter 2023: Market and Economy

Market and Economy There is a saying that “the Federal Reserve will tighten until something […]
February 23, 2023

The Ugly Truth of Diversification

Most of us have heard the phrase, “Don’t put all your eggs in one basket.” […]
January 13, 2023

ESG Investing: A Big Help or a Big Hype?

On November 22, 2022, the U.S. Department of Labor finalized a rule that allows retirement […]
December 31, 2022

Stair Climber: 4th Quarter 2022 Commentary

Stair Climber I fell off the stair-climbing machine at the Dowd Y this week. It […]
December 31, 2022

4th Quarter 2022: Market and Economy

Market and Economy The year 2022 was challenging for investors. The highest inflation in four […]
October 10, 2022

Dealing With Inflation

Everyone has noticed it—at the grocery store, at the gas pump, on items from airline […]