In a world where discussions of complex issues are constricted to 2-minute segments on cable media and 280 characters on Twitter, thoughtful and long-form communication has been cheapened or neglected in our daily life. You’ve undoubtedly heard of the studies showing that the human attention span continues to shrink (8 seconds for the “average human” […]

Whether for our own entertainment, our children’s, or our grandchildren’s, I believe it’s safe to assume we’ve all seen Shrek by now. As it turns out, the core concept of Shrek’s famous onion analogy (below for your reference/enjoyment) can be extended into the world of investing rather directly. Shrek: For your information, there’s a lot […]

I’ve never been divorced. In fact, I’ve not been married, but I have seen and experienced the emotional toll that a divorce can take on everyone involved. It is a paradigm-shifting life event, and many are often left overwhelmed and wondering: “Where do I go from here?” There is no easy answer. As a financial […]

We now live in a world where you can do anything online; have your new car delivered to your house, go to elementary school, even buy a tiger. While I would argue that most of these activities are better done in-person (or not at all), this age of information and accessibility comes with an array […]

“The Great Wealth Transfer” is the phrase coined to represent the impending shift of assets from the Baby Boomer generation to their descendants. The scale of this shift figures to be truly “Great”. Per 2019 data, it is expected that $68 Trillion will be passed from one generation to the next over the next 25 […]

Highlights The S&P 500 returned 12.1% for the quarter and 18.4% for all of 2020. Value stocks outperformed growth stocks in the quarter but trailed by 32% for the year. The 2020 gain in the S&P 500 was driven by a small number of large growth stocks. The fixed income markets returned 0.7% for the […]

Bear with me, this overused comparison actually works. Taking care of your vehicle is a great analogy for taking care of your finances. It would be far easier if you could buy a car off the lot, get in, drive, and never worry about it again. We all know that is not the case. On […]

Many young professionals give little thought to their retirement. And why should they? It is often 40-45 years away. There are “more important” priorities to address first; buying a car, buying a house, and traveling the world (at least pre-COVID).  While these are all important goals, saving for retirement CANNOT be neglected. While we could […]

The average American family wants to support their children in attending college, but few have a concrete strategy for doing so. While your family’s strategy will be unique to your goals, resources, and circumstances, there are some lesser known facts that could prove useful in the construction of your plan.  Despite what most people think, […]

The most challenging part of sitting down to write is always getting started. The same can be true of managing your investments. When we speak with potential clients, one of the most common phrases we hear is, “I’ve been meaning to get all this organized”. Clients often come to us with significant assets that they’ve […]