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%)! [...]

By |August 3, 2022|Economics, Investment Strategy|Comments Off on Recession Warning: Are you Ready?

Stablecoins – Not so Stable?

Cryptocurrency continues to make headlines, just not in the way we have become familiar with in the last year. As volatility in crypto assets has shown no signs of abating, crypto investors looked for other avenues to have exposure to a digital currency that could be more stable… enter Stablecoins. [...]

By |June 9, 2022|Investor Education, Understanding the Crypto Craze|Comments Off on Stablecoins – Not so Stable?

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: [...]

By |May 4, 2022|Investor Education|Comments Off on 5 Things you Need to Know About Elon Musk Buying Twitter

Did the Rams or Crypto Win the Super Bowl?

If you were one of the 112.3 million viewers of the Super Bowl on Sunday, you more than likely saw at least one of the four crypto related commercials. While some voted Larry David’s “Don’t Miss Out” commercial for FTX as the “best” commercial, others were left confused by the estimated $14 million [...]

By |February 16, 2022|Investor Education, Understanding the Crypto Craze|Comments Off on Did the Rams or Crypto Win the Super Bowl?

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 [...]

By |February 3, 2022|Investment Strategy|Comments Off on Going for Gold: Preparing to go Down the Hill

Understanding Bitcoin ETFs

Since we last looked at Bitcoin a lot has changed. Several of the potential bear cases we discussed (such as attempted government regulation and concern over the amount of energy used while mining) came to pass, and the price of bitcoin fell substantially. However, the price of Bitcoin[...]

By |November 30, 2021|Investor Education, Understanding the Crypto Craze|Comments Off on Understanding Bitcoin ETFs

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 [...]

By |November 3, 2021|Investment Strategy|Comments Off on 3 Things that Spooked the Market Last Quarter

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 [...]

By |May 21, 2021|Investor Education, Understanding the Crypto Craze|Comments Off on Ethereum Part I: An Introduction

Is Your Portfolio Ready for the Masters?

Did you know that if your portfolio misses a putt by this much, it could cost you over $20,000 a year? It is that time of year again at Augusta National and to win the Masters, a golfer needs to be at the top of his game, having made all the necessary preparations.[...]

By |April 7, 2021|Investor Education|Comments Off on Is Your Portfolio Ready for the Masters?
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