The markets had a tough week last week. And while it was not nearly as dramatic as the selloffs we have seen in the last year, it was notable for one reason: it was driven by a new fear of inflation (and its cousin: rising interest rates) [...]

One year. This memo is the one-year anniversary of the first “Weekly Insight” which was at the time titled “COVID-19 Sell-off” and was sent after it became clear cases of COVID-19 were spreading actively outside of China. At the time we w [...]

We said it last week and we will reiterate it this week: we like boring! And last week delivered that again for the market. Good earnings reports, solid economic data, decent growth in the market and portfolios. We cannot let the lack of [...]

We talked last week about all the drama we have seen in the markets (and around the country) for the first four weeks of the year. Capitol riots, impeachment, inauguration, and Reddit’s attack on Wall Street. So, what was the drama last w [...]

Before we jump into this week’s memo (and it’s a fun one!), we just wanted to take a moment to share some exciting news. Our colleagues at InsightCPA were selected last Friday as the “Best of Des Moines” for tax preparation by CityView, a [...]

Well, we can all exhale now. Last week’s inauguration, while not without drama, passed without any of the nightmare scenarios propagated online and in the media since the Capitol insurrection on January 6th. We are not naïve enough to bel [...]

Well…there are a few things going on this week, huh? This is one of those times when world events will certainly take center stage and the numbers – what really drives the market over the long-term – takes a bit of a backseat. It seems li [...]