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Elections and the Markets

By |2024-05-17T18:07:07+00:00May 17th, 2024|Categories: Investment Planning, Single Point of View|Tags: |

With the U.S. presidential election approaching, many investors are asking themselves: “Should I adjust my portfolio ahead of this election?” While you may be seeing worrisome headlines from both sides of the aisle, it is important to understand the historical correlation between the U.S. stock market and our presidential elections. Our consensus is that although [...]

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Silicon Valley Bank (SIVB)

By |2023-03-10T23:31:43+00:00March 10th, 2023|Categories: Investment Planning, Single Point of View|Tags: , |

As you may have seen, in the last 48 hours Silicon Valley Bank was taken over by their regulator, after suffering a run on its deposits (think: It's a Wonderful Life).  It had 220 Billion in assets and a market capitalization of 16 Billion less than 2 days ago. This is still unfolding and it [...]

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What’s New(s) with Seth: October 2022

By |2022-10-31T17:42:50+00:00October 31st, 2022|Categories: Investment Planning, Single Point of View, Tax Planning, What's New(s)?|Tags: , , , , , , , , , , , , |

Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  A recent Morningstar study found that investors earned ~9.3%/year in mutual funds and ETFs over a decade [...]

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What’s New(s) with Seth: August 2022

By |2022-09-20T15:51:08+00:00September 21st, 2022|Categories: Investment Planning, Single Point of View, What's New(s)?|Tags: , , , , , , , , , , |

Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  Editor's note:  This blog post was supposed to go live last month.. but I forgot to set the [...]

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What do we do when stocks AND bonds both go down?

By |2022-05-20T19:48:44+00:00May 20th, 2022|Categories: Investment Planning, Single Point of View|

Is it time to panic?  It's always tough to live through sharp drops in the stock market.  In times like this we typically remind you of the safer components of your portfolio being available to fund your life.  Namely your cash and bonds act as a buffer to give us the time to not be a [...]

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Prof. Rene’s Market Update

By |2022-01-24T18:20:48+00:00January 24th, 2022|Categories: Investment Planning, Single Point of View|Tags: |

We are officially in a stock market "correction".  Professor Rene is here to share some perspective on what is driving the current drop in stocks and revisit the SPP playbook for times like this.   As always, we're here if you have any questions.  - Shaun

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Why is the market so high, when there is so much bad news?

By |2021-10-01T17:56:25+00:00October 1st, 2021|Categories: Investment Planning, Single Point of View|Tags: |

No matter how long you follow them, stock markets can continue to make you ask that question.  As you know, we are not in the prediction business, we do like to put things in context and provide a little education where we can though. In this video, Professor Rene helps us understand why sometimes the [...]

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RJ Takes on Inflation

By |2021-07-16T17:06:28+00:00July 16th, 2021|Categories: Investment Planning, Single Point of View|Tags: |

The popular headline of the week/month is inflation. We haven't seen inflation (or defaltion) in the news this much since it was Tom Brady driving the headlines. Rene gives us a history lesson on inflation and outlines what is drivng the current spike and what we're thinking about/paying attention to looking forward. [...]

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What’s New(s) with Seth? June 2021

By |2021-06-24T13:35:46+00:00June 24th, 2021|Categories: Investment Planning, Single Point of View, Tax Planning, What's New(s)?|Tags: , , |

Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  The passive investing behemoth Vanguard is going to begin offering private equity investments for self-directed clients that [...]

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Shiny Objects…

By |2021-06-18T15:41:03+00:00June 18th, 2021|Categories: General Planning, Investment Planning, Single Point of View|Tags: |

Shiny Objects, Cocktail Parties, and Short Cuts: Why Is It So Hard to Be an Index Investor? By: Bob Dockendorff We’ve all heard the compelling case for an index-tracking investment strategy.  While some investment managers grasp at straws to justify the high fees and underperformance of active management—it’s not often that I hear a genuine unconflicted disagreement with index investing.  With almost fifty years [...]

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