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 [...]

We had a plan for this week’s memo. We sent our talented analyst – Bryson Hamilton – hunting for good data to help explain our expectations for the economy in 2021. It was going to be a “facts and figures” memo. We will still get there – [...]

It is likely that, like us, you have thought about your New Year’s resolutions for 2021. The new year is a special time in that regard.  It gives us a chance to sit back, reflect on what has happened, and plan for the future. Whatever tho [...]