Lessons From a Year with Covid
How has the economy been impacted by Covid in the last twelve months? It’s been 12 months since the markets
Quarterly Market Commentary
Join Dave Shotwell and Nick Nauta as they discuss the current financial climate and the 4th quarter of 2020. The
What to do with Stimulus Money
Lately, we’ve had a few discussions with clients centered around their stimulus money and what they should do with it.
Evaluate Your Portfolio While Markets Are Good
On August 14, 2015, in his “Intelligent Investor” column for the Wall Street Journal, Jason Zweig wrote about the need
What do We Know Now That We Didn’t Know Then?
This is a common scenario for the markets: The indices are chugging along, making some headway, and posting gains for
Please Stay Seated While the Train is Moving
On August 6, 2011, Standard & Poor’s downgraded the United States credit rating from AAA to AA+, kicking off a
Weather & Climate are Like the Stock Market
Late last month, my wife and I went out to Seattle so I could attend the Financial Planning Association’s annual