To Inform: Earlier this week our Chief Investment Officer, Alex Durbin, led an informative Portfolios at Your Place Zoom event which took a deep dive into markets and election history. Alex kept the conversation lively by including audience poll questions like this one: Which sector of the market performed best during the Biden Administration? Technology […]

To Inform:  Last year one of the biggest stories in markets was the performance of what was dubbed the “Magnificent Seven.” These stocks, largely technology related, surged higher on better earnings and hope for an end to the Fed’s hiking cycle. This year, these companies are a bit of a mixed bag, as cracks appear […]

To Inform: Shakespeare’s Juliet might say of our weekly publication, “that which we call WealthNotes by any other name would be just as inspirational and informative.” The idea that a name means something is inimical to her worldview. We will cut her some slack, though. After all, it was specifically her name that kept her […]

To Inform: The market has exhibited signs of a mild inflationary “fever” over the last couple of months, as recent inflation reports have been warmer than expected and the hope of cuts to the Fed Funds Rate has begun to shrink. This put the March meeting of the Federal Reserve’s Board of Governors held this […]

To Inform: This past week I had the privilege of being a guest speaker at two different meetings of Investment Clubs/Partnerships. It was fun for me to join in the discussion and hear their thoughts about the current market environment and where they believed opportunities exist in today’s market. These savvy investors were largely looking […]

To Inform: “Roads? Where we’re going we don’t need ‘roads’.” When Doc Brown uttered these words to Marty McFly at the end of the Robert Zemeckis hit Back to the Future it is possible some viewers might have believed him. Investors might have had similarly optimistic views for the prospects for Japanese stocks, an investment […]

To Inform: After months of studying a plethora of review material, I just sat for the first level of the CFA exam. It has been a joy to be immersed in a subject that I enjoy and desire to learn more about while studying nights and weekends. When this has been combined with the opportunity […]

To Inform: Estate planning is a crucial aspect of financial management that often gets overlooked. It involves preparing for the distribution of your assets and the management of your affairs in the event of incapacity or death. By creating a comprehensive estate plan, you can ensure that your wishes are carried out, minimize potential conflicts […]

To Inform: My Father-in-law is so kind to me. Yesterday I was on the phone with him, and he asked, “T, are you doing okay? I saw the market was down over 500 points earlier this week!” My response was, “Oh yes – it was a blip – the market was down Tuesday, but up […]

To Inform: I had an interesting conversation this week with a portfolio strategist at a large investment institution. In our conversation the strategist mentioned an internal debate at his firm that centered around the question of what was more likely – that the US 10-year Treasury Bond hits 2.5% this year or 5-5.5%. The scenarios […]