Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
Mont Ventoux: 2nd Quarter 2024 Commentary
June 30, 2024
Mont Ventoux We don’t watch much television in the Bragg house. It’s not a deliberate […]
2nd Quarter 2024: Market and Economy
June 30, 2024
Stocks continued their upward march in 2024’s second quarter, with the S&P 500 marking its […]
Why Not Just Own Large Caps?
May 2, 2024
If you have reviewed your recent performance report or read Matt DeVries’s 1st Quarter 2024 […]
Hurtling Along: 1st Quarter 2024 Commentary
March 31, 2024
Hurtling Along The ski slope below was totally clear except for a lone aspen tree. […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
Equity Compensation: A Primer on Restricted Stock
July 16, 2024
As a corporate executive, you likely receive an annual letter detailing your compensation, including a […]
Simple Solutions to Reduce Your Estate Tax
June 20, 2024
The abundance of speculation about where the estate tax exemption will land in 2026 leaves […]
The Power of Finfluencers: Buyer Beware
June 1, 2024
I recently listened to a “finfluencer” describe the power of buying assets, not stuff. For […]
Four Steps to Secure Your Digital Legacy
March 21, 2024
“I think it’s in a red notebook, or maybe it’s a burgundy one?” Dad said […]