2015 Q2 MARKET REVIEW

2015 Q2 MARKET REVIEW

Greece – Round 3 The month of June closed with a sharp global market decline over the last two weeks of the quarter on news out of Greece. Banks and markets throughout the country closed the last week of June after Prime Minister Alexis Tsipras announced he was calling a referendum on July 5 to […]

Three Essential Elements of a Great Financial Plan

Three Essential Elements of a Great Financial Plan

“Spring is the time of plans and projects” -          Leo Tolstoy – Anna Karenina   Spring is always an exciting time of year. As the world around us awakens from the winter, we all seem to experience a bump in energy and commitment to the plans and projects we outlined at the turn of the […]

Market Peaks - The Intersection of Paralysis, (Over)Confidence and Complacency

Market Peaks – The Intersection of Paralysis, (Over)Confidence and Complacency

On a recent trip to Park City, Utah, we ventured over to the most intimidating ski terrain I have ever been to – Snowbird Resort. The mountain is littered with steep grades and cliffs, exposed rock, narrow cat tracks and some of the highest ski lifts I have ever been on. If you take any […]

The Art of Winning Ugly in Golf and Finance

The Art of Winning Ugly in Golf and Finance

“Good golfers, I think, have to get over the notion that they only want to win by hitting perfect shots. They have to learn to enjoy winning ugly. And that entails acceptance of all the shots they hit, not just the good ones.”  - Bob Rotella, “Golf is Not a Game of Perfect” I am unable […]

Winter 2015 Newsletter and Q4 2014 Reports

Last week, we mailed out our investment reports for the fourth quarter of 2014 along with a copy of our winter 2015 newsletter. An electronic copy of the newsletter is available for download here. We included a one-page flyer in your reports package relating to an open house we are having on February 12th from 4-7pm. […]

This Holiday Season, Ignore the Relatives

‘Tis the season to gather and celebrate with friends and family. Each year, old traditions are remembered and new traditions are made. We reconnect with the family members we see frequently and long-lost relatives alike. Reliability has become an evasive quality in today’s busy world. In the craziness and uncertainty of our day-to-day lives, we […]

Some Positive Economic News For Your Halloween Night!

Fear is such a powerful emotion that we have a global holiday for it. While the origins of Halloween have a much more interesting history than the commercialized version we are now familiar with, our streets and homes will be filled with little ghosts and goblins tonight, or in my case, a witch, a pirate and […]

2014 Minnesota Renaissance Festival

The Return of Volatility

Our current seasonal transition from summer into fall feels almost symbolic of the current trend in financial markets from tranquil to volatile, as global news made for some interesting headlines throughout the summer. New threats of war, the emergence of Ebola, slow economic growth abroad, and the end of QE have brought pause to the […]

Approximately Right vs. Precisely Wrong in Financial Planning

The second president of the United States, John Adams, made a prediction years ago in a letter to his wife: “The second day of July, 1776, will be the most memorable epoch in the history of America. I am apt to believe that it will be celebrated by succeeding generations as the great anniversary festival…It […]

Investing: Are You a Hunter or a Farmer?

“I consider myself to be a farmer—not a hunter. And I think most people on Wall Street are hunters. They like to fell big beasts and I’m very comfortable planting a few rows and just tending to them carefully.” – Tom Russo, Gardner, Russo & Gardner Investing is often referred to as a game, or […]