August 2020 Stock Market Commentary
Equities logged their fifth consecutive monthly gain in August, with blue-chip US stocks continuing...
3 minute read
Money: It’s a Medium of Exchange or a Tool. Nothing More, Nothing Less
To most of us, we think money is a means to an end. “If I just had $X amount” seems to be a common...
4 minute read
How the Presidential Race may Impact Equity Markets
As election season starts to heat up, we’ve gotten a lot of questions about how the outcome of the...
2 minute read
July 2020 Market Commentary
Equity markets continued their recovery from the COVID-induced losses of the first quarter, with US...
3 minute read
We Make Our Choices and Then Our Choices Make Us
What is financial success? Is it having a lot of money, being able to buy what you want, having the...
8 minute read
2020 Second Quarter Stock Market Update
Equity markets staged a roaring comeback from the COVID-induced losses of Q1, with US stocks...
3 minute read
Start with Sturdy Pillars
6 minute read
Your Decisions Drive Your Contentment and Determine Your Destination
When it comes to spending, how often do you feel an uneasiness in your stomach? How many times do...
10 minute read
May 2020 Market Commentary
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3 minute read
Who Does Your Financial Advisor Really Represent?
In my recent blog entitled The Three Mega-Trends in the Wealth Management Business, I made the case...
3 minute read
April 2020 Market Commentary
Equity markets in April experienced their best monthly gains since 1987, as a swift rebound from...
3 minute read
Stock Market Update 4/7/20
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1 minute read
2020 First Quarter Stock Market Commentary
It is remarkable the change that one quarter can bring. This time three months ago, the new...
4 minute read
Market Update 3/30
There is never a dull moment in this market!
In last week’s video, we talked about how the market...
1 minute read
Three Dials Deep Dive: Economic Fundamentals
In an effort to help clients and the general public understand our investment methodology, this...
4 minute read
Three Dials Deep Dive: Momentum
The Three Dials Deep Dive series is designed to help clients and the general public to understand...
4 minute read
Three Dials Deep Dive: Valuation
As you may know, our firm uses a proprietary asset allocation model we call “The Three Dials”,...
5 minute read
Thriving Family Principle: Simplicity Wins - Investment Strategy
In 2007, Berkshire Hathaway chairman Warren Buffett, who is widely considered to be one of...
2 minute read
Market Update 3/23/2020
After last week’s market sell-off, the Fed made an unprecedented move this morning. It began what...
1 minute read
Market Update 3/16/2020
The big financial news over the weekend was that the Fed cut rates by a full point and made...
2 minute read
Market Update 3/12
Well, it was another wild day in the markets. Fear over the corona virus continues to grow. We know...
1 minute read
Market Update 3/9/2020
Markets are off to a rocky start this week, as continued coronavirus fears combined with a global...
1 minute read
February 2020 Market Commentary
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3 minute read
Market Update 3/3/2020
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1 minute read
Market Update 2/28/2020
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1 minute read
Market Update 2/24
Stocks sold off today, as the Coronavirus spread globally. The S&P 500 fell 3.27%, with the other...
1 minute read
January 2020 Market Commentary
The new year got off to a somewhat rocky start, as the effects of the Wuhan coronavirus outbreak...
3 minute read
2019 Year-End Commentary
Financial markets were strong across the board in 2019, as every major asset class bounced back...
3 minute read
November 2019 Market Commentary
With one month remaining in 2019, financial markets are on track for robust annual gains across the...
2 minute read
October 2019 Market Commentary
Global markets advanced during October as optimism fueled by a third Fed rate cut and progressing...
3 minute read
2019 Third Quarter Market Commentary
Despite a quarter filled with nervy headlines ranging from recession risks, political turmoil and...
3 minute read
August 2019 Market Commentary
Equity markets declined in August as a rush of negative headlines led to a risk-off attitude for...
3 minute read
The Inverted Yield Curve
With all the buzz in the news on the “inverted yield curve”, we have put together a helpful primer...
2 minute read
8/5/19 Market Update
We had our company’s Investment Committee meeting last Friday and are releasing our “Monthly Market...
1 minute read
July 2019 Market Commentary
The month of July offered investors a little bit of everything, including new all-time highs for...
3 minute read
2019 Second Quarter Market Commentary
During the second quarter of 2019, equity markets churned out another solid performance, despite...
3 minute read
May 2019 Market Commentary
Volatility returned to equity markets in May after four consecutive months of gains to start the...
3 minute read
April 2019 Market Commentary
Through the end of April, equity markets logged a fourth consecutive monthly gain to start the...
3 minute read
2019 First Quarter Market Commentary
Financial markets seem to have emerged from a dark winter, with Q1 seeing strong rebounds in...
3 minute read
February 2019 Market Commentary
February saw a second consecutive monthly gain for equity markets to start the year, as stock...
2 minute read
January 2019 Market Commentary
What a difference a month can make! Markets that ended 2018 with steep December declines reversed...
2 minute read
2018 Year-end Market Commentary
2018 proved to be a curious year for financial markets. At the end of the third quarter, US stocks...
3 minute read
Mid-December Market Update
Merry Christmas to you and yours!
This Christmas season, we hope you are focusing on spending time...
4 minute read
Money Talks: Stock Markets Got You Dizzy?
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2 minute read
November 2018 Market Commentary
Financial markets bounced back from a rough October to see gains across the board for the month of...
3 minute read
Money Talks: Principled Investing
When it comes to savvy investing, many people think about Michael Burry profiting 489% returns off...
2 minute read
Frequently Asked Questions: Investing with the Three Dials
We never want to be a “Black Box” when it comes to our investment strategies and philosophies. In...
3 minute read
October 2018 Market Commentary
If October felt scary to you for reasons unrelated to Halloween, it may be due to the stock...
4 minute read
Stock Market Update 10/15
At market close on October 15th, the S&P 500 index was down about -6.5% from its peak last month,...
2 minute read
Sustainable Investing: Beware of Fishing with Dynamite
In certain parts of the world fishermen use a destructive shortcut to increase the size of their...
3 minute read