Investment Commentary

September 30, 2019

3rd Quarter 2019: Market and Economy

Market & Economy After surging to new all-time highs in July, the S&P 500 fell […]
August 16, 2019

A Recession Is Coming (Eventually)

If you’ve been following the recent financial headlines, you’ve seen that the stock market has […]
August 15, 2019

Total Return vs. Income: Investing in an Age of Low Interest Rates

HIGHLIGHTS: Over time, the source of Investment Return has changed dramatically. A focus on Yield […]
June 30, 2019

2nd Quarter 2019: Toyota Tacoma

Toyota Tacoma What’s the deal with teenage boys and four-wheel drive trucks? Surely a future […]
June 30, 2019

2nd Quarter 2019: Market and Economy

Market & Economy For investors, the volatility of the last 18 months has been especially […]
March 31, 2019

1st Quarter 2019: Lost in the Woods

Lost in the Woods On a recent Saturday morning, my youngest son, Charlie (11), announced […]
March 31, 2019

1st Quarter 2019: Market and Economy

Market and Economy After suffering through the painful market decline of the fourth quarter of […]
December 31, 2018

4th Quarter 2018: Greenspan Returns

Greenspan Returns On December 18th, Alan Greenspan, former Chair of the US Federal Reserve, was […]
December 31, 2018

4th Quarter 2018: In Like a Lion, out Like a Lamb

In Like a Lion, out Like a Lamb In a year that began with optimistic […]