Investment Commentary

OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY

No Free Lunch: 3rd Quarter 2024 Commentary

No Free Lunch “Thirty Days, Head on the Pillow.” That was Frank Bragg’s stated rule […]

3rd Quarter 2024: Market and Economy

As I start my commentary, I am aware of how the upbeat tone regarding markets […]

Mont Ventoux: 2nd Quarter 2024 Commentary

Mont Ventoux We don’t watch much television in the Bragg house. It’s not a deliberate […]

2nd Quarter 2024: Market and Economy

Stocks continued their upward march in 2024’s second quarter, with the S&P 500 marking its […]

Planning Commentary

TIMELY FINANCIAL PLANNING ADVICE

FAFSA Changes Are on the Way

2024 Update: Originally published in September 2022, this article has been updated, first in May […]

The Best Account of All

Americans love to rank things: from restaurants to movies to sports teams, if there is […]

Family Vacation Property and the Next Generation

As I write this article, my family and I are on an American Airlines flight […]

Too Much of a Good Thing

To say that I was proud to toe the starting line of the Boston Marathon […]