"New highs are almost always good news; it's just the last one that is not." - Greg Morris “A bull market is a bull. It tries to throw off its riders.” - Richard Russell March was another great month for investors. Unlike 2023, when equity returns were dominated by a small number of the largest …  Read More
Stock Market Commentary – March 2024
"Markets are never wrong, only opinions are." - Jesse Livermore February is historically a month that the stock market struggles. This has not been the case thus far in 2024 as the major US-based indexes we follow were all solidly positive for the month, as were the global indexes. Higher yields, …  Read More
Navigating Finances by Generation: Tips for Gen Z, Millennials & Gen X
In our rapidly-evolving financial landscape, each generation faces its own unique set of challenges – and opportunities. Depending on whether you’re in the Early Accumulation or the Growth and Planning Phase, understanding your distinct needs and priorities based on how far you are along in your …  Read More
Stock Market Commentary – February 2024
January was a mixed month for investors as the US large cap indexes were positive for the month as the small and mid-cap indexes started the year on a negative note. Internationally, the two indexes that follow developed markets – MSCI World and MSCI EAFE – were positive while the MSCI Emerging …  Read More
Tips for Budgeting and Spending for High Income Families
If there’s one thing we’ve noticed in our 120 years of combined experience with hands-on wealth management, it’s that high-income families often face unique challenges and opportunities. While a substantial income can provide a sense of security, it also comes with the responsibility of managing it …  Read More
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