How Middle East Conflicts Have Historically Impacted Markets
With the recent attacks in Israel on everyone’s minds, our partners at Clearnomics put together this excellent piece on how
July 2023 Client Market Update
Back around 2001 when I was just getting started in the financial advice business, the advisor with whom I worked
2nd Quarter 2023 Economic Update and Market Review (article)
The first quarter of 2023 was largely positive for the markets, but not positive enough to make up for the
1st Quarter 2023 Economic Update and Market Review
We have the messy year that was 2022 in the rearview mirror and we’re looking ahead to 2023. Inflation, Federal
Episode 104: 1st Quarter 2023 Investment Review & Economic Update (podcast)
Well, we can all agree that the stock market was not pretty in 2022. What is in store for 2023?
What is a Market Bubble?
The term bubble gets thrown around a lot by market commentators. Pessimistic bears tend to say the market is in
Marketing Timing (podcast)
What is a marketing timing strategy for investing and does it work? Join Nick and Dave as they talk about
Capital Losses as a Tax Asset
There is no denying that the market has been lousy for the first three quarters of 2022. While frustrating, the
The Power of Investing During Down Markets
It’s an often–repeated cliché about the markets: Stocks are the only thing Americans do not like to buy on sale.
Worsening Inflation, Consumer Sentiment, and the Markets
The last two years have created a perfect storm for inflation. During the Covid Pandemic, most of the economy came