The Year of AI – Financial Markets Like IT!

The Year of AI – Financial Markets Like IT! The financial markets and diversified portfolios are up nicely, delivering impressive gains YTD, driven by strong corporate earnings, resilient consumer spending, and continued enthusiasm around artificial intelligence (AI) with Capital and…
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Learnings from a Tarriff-ic Quarter!

Learnings from a Tarriff-ic Quarter! Commonly clients will ask us “How often should I check my portfolio?”.  This is a great question and the answer depends on a couple of factors: 1) Has anything changed that materially impacts your monthly…
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Inflation Sensations

January 15, 2025 Dear Friends: Inflation Sensations Jimmy Carter recently passed away at age 100 and although his record and legacy are mixed, most all who knew him said he was a good and kind man who treated others well…
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How will the November elections effect the markets?

Dear Friends: Voters Guide for the Election Just kidding!  We aren’t going that far – there are plenty of those out there if you need one.  However, the November election is top of mind for many of course and with…
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The Power of Making Good Risk Assessments

April 16, 2024 Dear Friends: The Power of Making Good Risk Assessments The popular Netflix series “Stranger Things” is set in a small Indiana town in the 80s and has been widely acclaimed for recreating the social environment and nostalgia…
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A Great Year – Facts over Feelings

A Great Year – Facts over Feelings According to recent statistics, the fastest growing mental health issue is anxiety.  Anxiety is now the most common mental illness in the US, affecting over 40 million people, the majority young adults. The…
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Charlie Brown’s Football and the Fed

October 19, 2023 Dear Friends: Charlie Brown’s Football and the Fed Once upon a time long ago, before PIXAR Studios and AI generated children’s movies, there was Charlie Brown.  Originally starting after World War II as a comic strip, Charlie…
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