Markets and Investing

Two weeks ago my oldest daughter texted me a link to a blog post she found on Linked In. The thesis of the post was “COVID changed everything forever.” Her text attached to the link was “This makes me sad.” I read the lengthy post, which...

As we close in on the final weeks of 2020, we are faced with many challenges that will still be with us as we turn the calendar. We continue to navigate through the coronavirus pandemic and the vast economic problems resulting from measures taken to...

My readers know I like to delve into the rabbit hole from time to time, and because of my privilege of working with hundreds of families for their planning and asset management, I feel like I get to live on the edge of popular thought on economics...

With the market’s volatility during 2020, you may have some positions that are currently valued below what you paid – a situation known as an “unrealized loss.” A good practice to evaluate before year end is to check to see if you have...

Stocks floated higher again last week, buoyed by hopes for a brighter future on the promise of COVID vaccines and fiscal stimulus. The market is looking beyond the current rate of record new infections and apparently sees much sweeter times ahead....

Three Things to Know Twenty-three sets of brothers died when the USS Arizona was sunk during the attack on Pearl Harbor on December 7, 1941. (Source: History.com)In recent years, online retailing was taking about a 1% share annually from...

While the joy of the Christmas season can be seen on the faces of children opening gifts and the welcoming lights and decorations on people’s lawns, the stress can be seen on the hefty price tags and seemingly endless receipts. Fortunately, the...

THREE THINGS TO KNOW The 30-year Treasury bond had a total return in October of -4.25% as the yield increased 19 bps, from 1.45% to 1.64%, demonstrating that the current low yields heighten the risk of fixed income instruments with small yield...

I'm an aficionado of well-delivered one-liners, and I am known to instinctively regurgitate one-liners in a variety of situations, which sometimes leaves my co-workers, or wife, wondering what the heck I’m talking about. While movies are of course...

Every day, thousands of people fall victim to fraudulent emails, texts, and calls from scammers pretending to be their bank. And in this time of expanded use of online banking, the problem is only growing worse. Because this is so important, Horizon...