Advisors absolutely do not have a crystal ball, so this post isn’t going to tell you what hot stock to buy or whether Taylor Swift and Travis Kelce will stay together. But there are a handful of themes that will play out over the course of the year, and those are important to understand. In […]
As we start the New Year, it’s hard not to feel like we are living in some kind of Groundhog’s Day hamster wheel, starting this year with so many elements of the last one. War in Europe, virus warnings, threats to democracy and the challenges of new technologies. We have experienced some major setbacks in […]
Holidays like Halloween may have pagan roots in harvest festivals as well as in the Christian tradition to honor the dead. Today, that history has morphed into Fall symbols like pumpkins, shafts of wheat and bonfires, and the ghoulish and gory like skeletons, ghosts and the undead. The holiday fits in today’s gender-fluid world, with […]
This month’s intended topic was taxes. We know that the best laid plans will hit one obstacle or another along the way. But having a plan – and sticking to it – is one of the best countermeasures to uncertainty. And so this week began with an escalating crisis in eastern Europe. With a 24-hour […]
Before we welcome the New Year, let’s take a quick look back at 2021. In my view it has been a terrible year. In addition to the ongoing and awful pandemic with all its associated economic difficulty, here in Washington state we had a disastrous roll-out of a badly-designed state long-term care plan (the WA […]
After the first week of the year, you might have wanted to cancel your 7-day trial subscription to 2021. But onward we went: election, insurrection, inauguration, impeachment. It shows that the Universe has a wicked sense of humor when we were closing out an impeachment hearing over President’s Day weekend. I’m going to try to […]
Stock market watchers often talk about whether “this time it’s different”: Does this bull market reflect the same conditions as the last one? Is this downturn different from the one just before the last recession? This time, is it different? Almost always, circumstances might be different, but business cycles are more or less the same. […]
When the Tony Award-winning musical Hamilton was on tour, and despite the ridiculous price-point for tickets, I went to see it. Even if musical theatre is not your thing, it’s hard not to have been exposed to some of the songs, and what was once the obscure story of the United States’ first Treasury Secretary. […]
March seems like a long time ago, even though it’s only been six months. Life in Corona Times. Back in March we had just started shutdown here in the United States, the economy ground to a halt with exception of a few essentials, the stock market plummeted. We found comfort in Netflix and a stockpile […]
Like other advisors during the current market turmoil, I am working with clients on portfolio rebalancing, tax loss harvesting, Roth conversions while account balances may be diminished, and shoring up emergency funds. All of these are good things to consider. But are those the ONLY things you might be thinking about with regard to your […]