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Our group writes monthly commentaries intended to provide a summary of current events and important financial planning topics. These commentaries give our clients a sense of clarity and direction in an often confusing world. You can view our current and past commentaries below. Should you wish to discuss any topics further, please reach out to us today. 

Read our most recent commentary: 

July 2022 - In last month’s Commentary, we gave you the dismal numbers for investment returns during...

Commentary Archive

June 2022 - It probably won’t surprise you to learn that financial markets just experienced their worst first half of a year since...

May 2022 - Whenever we go through times of investment market declines like the past few months, it’s crucial...

April 2022 - About a year ago, we started seeing news headlines about the future possibility of higher inflation...

March 2022 - Last month, we discussed how much stocks had fallen as a result of the Ukraine invasion, and we provided...

February 2022 - How will Russia’s invasion of Ukraine impact your investments? There are a few main points...

January 2022 – Last month, U.S. stocks experienced their worst January since…

December 2021 – I consider this as being even crazier than the dot-com boom, which blew up in 2000…

November 2021 – What impact will the omicron variant have on your investments?  Given that the world…

October 2021 – What happens when the rules of the game change? Over the twenty years ending…

September 2021 – Last month, the House Committee on Ways and Means released its latest on tax…

August 2021 –As long as the music is playing, you’ve got to get up and dance. We’re still...

July 2021 - In this month’s Commentary, we’ll discuss one of the great long-term destroyers of your irreplaceable wealth…

June 2021 – Vaccination, social reopening, and economic recovery. Those are the themes that drove…

May 2021 – In last month’s Commentary, we discussed one potential hurdle to investor wealth...

April 2021 – Last month, the Biden administration announced a slate of proposed tax increases designed…

March 2021 – As the world begins to move past the coronavirus crisis and enter an accelerated…

February 2021 – “Remember, my son, that any man who is a bear on the future of this county…

January 2021 – In 1985, Warren Buffett opened his first ever TV interview with: The first rule of an investment is...

December 2020 – Happy new year! This traditional greeting takes on new meaning at the moment….

November 2020 - For obvious reasons, most people don’t typically prioritize financial planning matters during...

October 2020 - As we began writing this commentary, news broke that Pfizer’s covid19 vaccine candidate has shown…

September 2020 - How will next month’s U.S. elections impact your investments and retirement plan? Every four years...

August 2020 - In this month’s Commentary, we discuss selling stocks in a down market. 

July 2020 - When many people think of what it takes to build a multi million dollar retirement nest egg... 

June 2020 -  During June, the U.S. added more jobs than in any other month in its entire history, as the world...

May 2020 - During the month of May, the United States and many countries around the world continued to reopen their economies.

April 2020 - While everyone knows that coronavirus poses a hazard to their health, fewer people understand that...

March 2020 - We’d like to open by saying that we hope you and your loved ones have stayed healthy during the coronavirus pandemic.

February 2020 - Last month, fears over the economic impact of coronavirus sent U.S. stocks into their first correction in more than a year...

January 2020 - How could coronavirus impact your financial plan? After a historically tranquil end to 2019 for investment markets...

December 2019 - Happy new year! We hope you had a wonderful holiday season, and wish you much prosperity in the new year. As we start...

November 2019 - We hope that you and your family had a wonderful Thanksgiving! The holiday season has always been...

October 2019 - How much money can you safely withdraw during retirement, without having to worry about running out of money?

September 2019 - How might the impeachment of Donald Trump impact your investments? Last month, most investors likely...

August 2019 - What does it mean to invest for the long term? Most investors have heard that it’s the best way to invest...

July 2019 - Recently, we’ve observed an odd set of financial and economic distortions that the stock market appears to have shrugged off.

June 2019 - During the first half of the year, the stock market partied like it’s 1999, as the Dow Jones Industrial Average experienced...

May 2019 - In last month’s commentary, we discussed some of the key mistakes we saw investors making in 2019, which in many ways...

April 2019 - With stocks ending April at all-time high levels, most investors have already forgotten that just four months ago...

March 2019 - “Average Investor blown away by market turmoil in 2018. DALBAR study shows the Average Equity Fund Investor lost..."

February 2019 - As of the end of February, U.S. stocks have recovered from most of the declines experienced last fall, with the S&P 500...

January 2019 - U.S. stocks started 2019 with their best January performance in 30 years. Our Group was not surprised to see this.

December 2018 - Happy new year! Investors undoubtedly hope for a happier outcome in 2019 as compared to 2018. Whether you were...

November 2018 - Our sound and deliberate investment strategy continued to generate solid results in November as stocks continued to falter.

October 2018 - Our sound investment strategy worked spectacularly well in October as U.S. stock markets fell, with stock indices...

September 2018 - Recently, U.S. stocks achieved their longest continuous period of gains in history. The bull market that began on...

August 2018 - U.S. stocks experienced increased volatility in August, primarily as a result of trade and politics.

July 2018 - Does a one-size-fits-all formula exist for how to manage a company, raise a child, or buy a house? Most people would agree...

June 2018 - In past commentaries, we’ve often spoken of how we love buying great companies when no one else wants them.

May 2018 - During the month of May, financial news outlets bombarded investors with speculation about politics in Italy and potential...

April 2018 - Anyone who has shopped for groceries, clothing, a car, or an array of other consumer products, knows that when...

March 2018 - During March, U.S. stocks extended the volatility of the first two months of the year. However, the forces that drove...

February 2018 - As almost all investors know, U.S. stocks fell in February. In fact, U.S. stock markets had their first official...

January 2018 - The optimism of 2017 has thus far continued into January 2018, with stocks off to a strong start. It’s hard to believe...

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