If you had shut your eyes on January 1, 2023, and opened them this past Monday, you would have been pleasantly surprised by the end result.
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During a recent client meeting, the individual we were speaking to brought up a very interesting concept: non-value-added stress. The idea is that we worry a
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Although no client has explicitly stated it, it would be reasonable for there to be similar anticipation of markets returning to their peaks. The last time the
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For the first time in a long time, the financial world has a calming sense.
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Kenny Rodgers once said, “You got to know when to hold ‘em, know when to fold ‘em, know when to walk away, and know when to run” The last part of the tune can
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One reason I find this field of work so interesting is that there is a cheat code to being successful. The problem is that the cheat code is boring, and few
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We live in moments. Sometimes those moments seem to pass by in the blink of an eye, while other times the moments seem to last forever.
That dynamic is an
In 1929, at the height of an economic boom in America, Joseph Kennedy Sr. (father of JFK) was working as a stockbroker on Wall Street. As the story goes, Joseph
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One of the best things about markets is that they don’t have memories. They don’t
remember what happened last week or last year. They don’t even remember what
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On November 8, US voters will cast their ballots for all 435 seats in the House of Representatives and 35 seats in the Senate. Many investors are concerned with
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