To Inspire: As we look ahead to 2018, take stock of the year that is about to conclude. What are you most thankful for? What were the significant moments – good ones and challenging ones – that are worth reflecting on? What did you learn from them? How did you grow this year as a person? […]
To inform: Last week we held our final Portfolios at Panera discussion for 2017 and the main topic on everyone’s mind was the new tax reform bill recently passed by Congress and signed into law by President Trump. What are the potential market implications of the new tax laws heading into 2018? Here are some […]
Business Coach and author Darren Hardy tells a great story about lions and makes an analogy for us all.
While history does not repeat itself, it often rhymes. Does market history provide any lessons about how investors should handle North Korea?
The stock market has seen some volatility within the last couple of weeks but in reality, a little more market volatility would be a return to normalcy.
Perhaps you read of the Salt Lake City high school teacher that is getting married and on her gift registry has asked for shoes and backpacks to give to homeless children at her school.
At this month’s Portfolio at Panera meeting we reviewed the performance of different asset classes in the 2nd quarter of 2017 (April – June) and whether we believed the trends in those asset classes might continue in the second half of the year.
Last weekend Jordan Spieth took home the Claret Jug and his third major golf championship with a win at the 146th British Open. Heading into the final round Spieth was three shots ahead of Matt Kuchar, but he bogeyed…
As we continue to celebrate fathers, I thought I would share a Facebook post that my middle daughter Catherine (married to Josh; they are parents to 8 month old Henry) shared last Sunday on Father’s Day:
This year, international stocks have clearly been the leaders in the global equity market, with emerging markets being the best performing area of the world. In particular, one interesting area complex has been the country of India. India has developed a program called Aadhaar (think a bigger Social Security system in the technology age) which not only has the potential to stimulate economic growth in India, but may also provide a glimpse into the future of the global economy.