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Market Commentary  August 2022 Thumbnail

Market Commentary August 2022

What Should I Do Now? Many wealth management professionals tend to get this question from clients. While this question is quite common among the average market participant, we view it as somewhat superficial. It is more appropriate to understand your goals and risk tolerance and then set the appropriate level of risk within your portfolio.

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Market Commentary February 2022 Thumbnail

Market Commentary February 2022

The last 23 months of investment (and cryptocurrency and meme stock, etc.) returns have created a lot of “fear of missing out” (FOMO) in the investing public. FOMO tends to manifest itself in various behaviors in which otherwise rational individuals would not participate.

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Relationships & Portfolios Thumbnail

Relationships & Portfolios

February can be characterized as the month to celebrate our loved ones, whether that’s our significant other, friends, or family. Specifically, February 14th, or Valentine’s Day, is a day when gifts are exchanged, hugs are given, and chocolates are eaten. This is the day when we celebrate the relationships we have built with ourselves and others.

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Moving Forward Thumbnail

Moving Forward

And we thought 2020 was crazy… This past January certainly had its fair share of chaos and confusion—most of it centered in the Greater Washington area. Many were predicting some sort of civil war and others even had premonitions that were apocalyptic in nature. As we know from experience, the world just does not end all that often, thank goodness.

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