THE WEEKLY INSIGHT
Your weekly information about what you need to know about what is going on in the market now.
THE WEEKLY INSIGHT
Your weekly information about what you need to know about what is going on in the market now.
The Weekly Insight: Year-End Knick Knacks
Happy Thanksgiving! We hope you had a wonderful holiday. While many families were not able to get together as they normally do, the Thanksgiving holiday is still one of our favorites around here. Beyond the great food, family, and footbal [...]
The Weekly Insight: Hope
It’s been a year, hasn’t it? Some time ago, at the end of the 2015, we wrote a year end memo for clients. The memo was organized by month and walked through all the major events of the year and how they impacted portfolios. Can you imagin [...]
The Weekly Insight: Back to the Important Stuff – Trades & Tax Planning
This week we are going to do something we have not done in a while. We are going to write a memo (largely) devoid of discussions of politics or COVID-19. We are sure this will not last…but it sure feels good right now! All the talk of the [...]
The Weekly Insight: Moving Forward
There is undoubtedly a subset of folks reading this memo today who were frustrated by the election. There is another subset who are excited. But as we have talked to clients this week, the overwhelming response has been some version of th [...]
The Weekly Insight, Special Edition: Election Rundown
We had grand designs of waking up this morning and providing you with a detailed memo outlining the outcome of the Election, what it meant for the path forward for portfolios, etc., etc. Yeah…not yet. 2020 continues to be the gift that ke [...]
The Weekly Insight: Almost There
This week’s memo is going to be a bit more abbreviated than most as we’re waiting for – as we’re sure you are as well – an outcome from tomorrow’s election to give us a better understanding of where we’re going next in portfolios. If you [...]
The Weekly Insight: 8 Days
Eight days. That is all that’s left in the latest test of our 2020 resiliency. Eight days from today we are going to know the results of the 2020 Election…hopefully. We are not going to spend time today discussing who we think will preva [...]
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