top of page
Search


August/September Market Commentary: Stalemate
We discuss market performance and financial news from August and look forward to September.
Chris
Sep 15, 2022


Basics of Cryptocurrencies in Investment Accounts
Cryptocurrencies have been a popular topic in the past few years. Here are some basic ways to own cryptocurrencies in investment accounts.
Jason Abrams
Sep 12, 2022


The Basics: Good Financial Practices
In our practice, we've frequently found that new clients have many of the same questions. Here are some favorites to help you get started.
Jason Abrams
Aug 12, 2022


Inflation Protection Using Series I Savings Bonds
We’ve been getting a lot of questions from our clients about Series I savings bonds as a way to help protect against inflation.
Jason Abrams
Jul 19, 2022


Q2 Market Commentary: When Doves Cry
We discuss market performance and financial news from the second quarter and look forward to the third quarter.
Chris
Jul 13, 2022


May Market Commentary: Goldilocks and the Two Bearish Scenarios
We discuss market performance and financial news from May and look forward to June.
Chris
Jun 14, 2022


April Market Commentary: The Tipping Point
We discuss market performance and financial news from April and look forward to May.
Chris
May 16, 2022


Q1 Market Commentary: A Nickel for Your Thoughts
We discuss market performance and financial news from the first quarter and look forward to the second quarter.
Chris
Apr 14, 2022


February Market Commentary: Russia Invades Ukraine
We discuss market performance and financial news from February, and look forward to the month of March.
Chris
Mar 7, 2022


January Market Commentary: Behind the Curve
We discuss market performance and financial news from January, and look forward to the month of February.
Chris
Feb 14, 2022


Q4 Market Commentary: Candyland
Equity markets delivered positive returns in the final quarter while fixed income returns were flat. Due to an improving labor market and...
Chris
Jan 12, 2022


November Market Commentary: Coming to Grips with Persistent Inflation
We discuss market performance and financial news from November, and look forward to the month of December.
Chris
Dec 14, 2021


October Market Commentary: Heating Up
The S&P 500 Index had its best month of the year in October, rising 7% and bouncing back from September’s 4.7% loss, its worst month...
Chris
Nov 18, 2021


Q3 Market Commentary: Bond Vigilantes
We discuss market performance and financial news from the third quarter, and look forward to the quarter ahead.
Chris
Oct 29, 2021


July Market Commentary: Crypto, Corporate Earnings, and COVID
We discuss market performance and financial news from July, and look forward to the month ahead.
Chris
Aug 16, 2021


Q2 Market Commentary: Taking Stock
We discuss market performance and financial news from the second quarter, and look forward to the quarter ahead.
Chris
Jul 30, 2021


May Market Commentary: Help Wanted
We discuss market performance and financial news from May, and look forward to the month agead.
Chris
Jun 23, 2021


April Market Commentary: Happy Anniversary, Inflation!
All asset classes rose for the month, and most have generated year-to-date returns that would be considered attractive for an entire...
Chris
May 19, 2021


Q1 Market Commentary: Throw the Confetti!
We discuss market performance and financial news from the first quarter, and look forward to the quarter ahead.
Chris
Apr 14, 2021


February Market Commentary: A New Epoch
As we cross the one-year anniversary of the WHO’s formal declaration of the COVID-19 pandemic, the market’s attention has shifted from...
Chris
Mar 11, 2021
bottom of page