It’s no secret that I have a lot of respect and admiration for Warren Buffett. His investing track record is enough to make him worthy of immense admiration but beyond that, I admire the way he thinks and talks about investing. It’s simple, to the point, laced with humor, and usually rather accurate! When markets […]

As an adult, there are a few things that never seem to reach an end but rather continue on an indefinite loop. Can we all agree that taxes are one of those things? A client recently finished their 2025 taxes and immediately had questions regarding what needs to be done for 2026. Honestly, it’s an […]

As the Iran conflict continues, the discussion concerning oil prices has been constant. This is for good reason and a client asked why the equity market seems to move in the opposite direction of oil prices. As we’ve written about in past weeks, given the location of Iran near the Strait of Hormuz (where a […]

As NCAA March Madness gets underway, investors are facing some unwelcome “market madness.” As of the writing of this post, the S&P 500 is at its lowest level since November 2025, oil prices are rising, and interest rates are also trending higher as hopes of a rate cut and low inflation fade. What happened this […]

Just when I thought I had heard every market acronym and investing jargon there was, I learned a new one this week – Kangaroo Market. A Kangaroo market is defined as “a highly volatile, non-trending financial market characterized by rapid, sharp, and erratic price movements that bounce up and down without a clear, sustained direction.” […]

There has been a lot of news coverage concerning private credit in recent weeks, prompting a client to ask what is happening with this asset class. What is private credit? If you think about a company borrowing money/taking out a loan (ie: credit), you likely think first of them obtaining those funds from a bank. […]

Phew, today brings a whole new meaning to “TGIF!” As an investor, weeks like this can feel likes years and it will be nice to have a two-day respite from real-time market pricing. Markets were faced with navigating the ever-changing fact pattern in the Middle East this week and given the lack of clarity on […]

It’s been a stressful few days from a geopolitical perspective given the US and Israel invasion of Iran and the subsequent retaliation and carry-on effects. Without a doubt, there are countless reasons to be concerned from a humanitarian perspective. A client reached out over the weekend and asked how to think about this conflict from […]

Many years ago when my sister was planning her wedding, she was flooded with advice and thoughts from everyone involved. It was all well intentioned advice but led to her having a moment of exasperation where she proclaimed “everybody has an opinion!” It quickly became a family mantra and one that was bouncing around in […]

Markets are a bit jittery as of late which can translate into jittery investors. I talked to a client this week that was a bit concerned about markets and the potential impact a “market downturn” would have on his portfolio. It ended up being a useful discussion about how to frame asset allocation in terms […]