our thoughts

Month in Review: June

When the stock market closed for trading on June 30, 2022, it marked the worst first-half performance for S&P 500 since 1970, finishing down 20.58%. For the Dow Jones Industrial Average, this is the worst start since 1962. Meanwhile, the tech-heavy Nasdaq Composite’s 29.5% first-half plunge was its worst first half ever. It goes without …

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Month in Review: May

”It is not the strongest of the species that survive, nor the most intelligent, but the one most responsive to change.”

– Charles Darwin

Budgeting = Awareness

Ah, the dreaded budget – either you have one, or you know you should probably have one.  Maybe the very idea fills you with dread – the word “budget” might be synonymous with “restriction” and “belt-tightening” to you, and actually, you would be far from alone if that’s the case. In truth, the real power …

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Month in Review: April // Expensive Markets + Inflation = Amazon

April 30, 2022 Russia invaded Ukraine just 65 days ago, and the world feels very different already.  As we mentioned last month, we are beginning to see the supply chain issues hit the automotive and tech sectors quite noticeably. China’s shutdown is also affecting the supply chain, as inflation in energy and food prices does …

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Month in Review: March

While we can’t know the outcome in Ukraine or what comes next, what is clear is that the road ahead is likely to be bumpy, and almost everything is about to get even more expensive.  While the human cost and suffering are front and center, it’s the inflationary effects that are almost inevitable at this …

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Charitable Giving

When we give a gift, usually that act begins and ends with the gift itself. We usually don’t think about what, if anything, we’ll get out of it. However, charitable gifting allows us to support the causes we hold in high esteem, and in many cases, see a real taxable benefit when all is said and done. …

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Happy Thanksgiving

Thank you all from the bottoms (and tops) of our hearts. We wish you and your family’s all the best.

Our New Office

We’re happy to announce we’ve just about moved into our new office location.

This Week: Infinite Leverage

Story of The Week New-brokerage-firm-kid-on-the-block, Robinhood, made news this week when a merry group of traders found and exploited a bug in Robinhood’s software allowing them to create infinite leverage in their accounts.

This Week: Ok Boomer

Quote of the Week “Ok Boomer” Yep. This is the rallying cry of Gen Z and Millennials alike. At its extreme, Ok Boomer is the sign of frustration that they are done with excuses when it comes to acting on climate change or financial inequity. It’s their version of older folks being,”The Man.” As a …

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