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3 Wealth Transfer Basics for You and Your Family

3 Wealth Transfer Basics for You and Your Family

In a world filled with so much doubt, finding certainty and security in things you can control is a welcome feeling. That sentiment generally comes from having a plan and the plan being well executed, which makes it surprising that only 26% of high net-worth individuals have a full wealth transfer plan in place. […]

Recession Warning: Are you Ready?

Recession Warning: Are you Ready?

Financial markets continued their decline in the second quarter as both stocks and bonds remained volatile. The S&P 500 (equities) realized its worst first-half performance since 1970 (-20.0%) and the Bloomberg Barclays Aggregate Bond Index (fixed income) had its worst start to a year ever (-10.3%)! […]

5 Things you Need to Know About Elon Musk Buying Twitter

5 Things you Need to Know About Elon Musk Buying Twitter

The whole world is buzzing, or tweeting, about Twitter as the recent news that Tesla CEO Elon Musk tendered a $44 Billion offer to buy the company, and the board of directors accepted the offer. So what happened, what happens next, and what happens to shareholders? First, let’s define a few key terms: […]

Going for Gold: Preparing to go Down the Hill

Going for Gold: Preparing to go Down the Hill

Just as an Olympic skier wants to set themselves up for a race downhill, we want to prepare our clients for large downward moves in the market. A skier must consider all of the factors and “risks” that are going against them in a race, such as the wind, winding turns, and the mountain’s conditions […]

3 Things that Spooked the Market Last Quarter

3 Things that Spooked the Market Last Quarter

While investors were treated to new all-time highs in the S&P 500 once again in the third quarter, tricks were still present, enough to wipe out most of the gains in the market by quarter end. Here are some of the things that we saw spook the market: 1) Corporate Earnings Concern […]

Ethereum Part I: An Introduction

Ethereum Part I: An Introduction

In this installment of “Understanding the Crypto Craze” we will focus on Ethereum. Ethereum is the second largest cryptocurrency behind Bitcoin. The digital currency had been on quite a run, hitting a record above $4,000 in early May before experiencing significant volatility in the past week. Let’s begin by taking a look at the basics […]

New Year, New Storylines

New Year, New Storylines

While we were all glad to put 2020 behind us, 2021 has proven to be full of surprises as well. By the end of the quarter, we found ourselves in a much different place we did at the end of 2020. The major trend changes experienced during the first quarter were the main […]