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Special Update - Investment Focus 2022
May 7, 2022

Investment Focus | Issue 13 | An Overdue Correction

It has been a volatile start to the year. We’ve had 30-year highs in inflation, interest rate increases, Covid, the Ukraine/Russia conflict, and China lockdowns.  There’s …

Special Update - Investment Focus 2020
April 28, 2020

Investment Focus | Issue 10 | In Search of the Market Low

Investment Update – In Search of the Market Low Good news kept rolling in through early April. First quarter earnings were not as bad as expected for …

Special Update - Investment Focus 2020
March 12, 2020

Investment Focus | Issue 6 | Market Meltdown & Oil War

Investment Update – Market Meltdown & Oil War Here Comes the Bear Since the last newsletter, the market has been moving in all directions.  This week, the …

Investment Focus - Quarterly Review
November 6, 2019

Investment Focus | Issue 3

The Return to Volatility Volatility was the norm in the third quarter.  Whether it was the loss of five million barrels of oil per day from the …

Learning the ABCs of Financial Literacy
August 7, 2019

The ABCs of $1-2-3s | Part One

I Know What You’re Thinking It’s the summer, it’s vacation time, and (as much as you might be eager for your kids to be back in the …

Investment Focus - Quarterly Review
July 23, 2019

Investment Focus | Issue 2

  Nothing in the World is Free “Nothing in the world is free…The sooner you know it, the better you’ll be” Clifford Coulter (Jazz Artist) I was …

Of Ants and Grasshoppers
June 18, 2019

Of Ants and Grasshoppers

In a field one summer’s day a Grasshopper was hopping about, chirping and singing to its heart’s content. An Ant passed by, bearing along with great toil …

Investment Focus - Quarterly Review
April 16, 2019

Investment Focus | Issue 1

The Difference a Few Months Can Make The closing months of 2018 were a classic example of behavioral science in action. The concept of “Loss Aversion” …

Retired piggy bank
February 8, 2019

Preparing for Retirement? Get the first question right.

For some reason, I was particularly puzzled that morning. Perhaps it was one too many late-night hockey games, or maybe the early morning darkness had me disoriented, …

September 18, 2017

Thinking about retirement on a warmer planet

I believe in climate change. That is to say, I believe the climate is changing and that human activity is contributing to that change. ‘Believe’ is …