THE EXCHANGE

Our objective for The Exchange is to provide an avenue for our team to deliver timely insights to our clients and followers. Posts center around either Investment Commentary and Strategy or Comprehensive Financial Planning Issues. On both fronts, we aim to deliver timely and relevant information that cuts through the noise that so often consumes the financial media.

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February 7, 2019

February Market Update

A kinder, gentler Fed December was a bad month for stocks. There’s no way to sugarcoat it. However, long-term investors recognize the need for a disciplined approach, but that doesn’t mean extreme levels of volatility won’t create some degree of concern. We understand this. We touched a bottom on Christmas Eve, and shares extended gains […]

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January 11, 2019

Q4 Recap and 2019 Outlook

That Sure Felt like a BEAR! When I first entered this business back in 1996, one of the first bits of wisdom I was given to prepare clients (and yourself) for a 20% correction about every 3 to 4 years.  It just happens! Throughout my career this has worked out to be pretty accurate.  WELL…..we […]

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December 1, 2018

December Market Update

The U.S. Constitution and its amendments has 7,591 words, the Bible about 800,000 words, and the U.S. Tax Code has an estimated 4,000,000 words. If the average adult reads at a speed of 300 words per minute, it would take about 25 minutes to read the entire U.S. Constitution, 89 hours to read the Bible, […]

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