An Unexpected Result

2019:   An Unexpected Result Wow – great year!  But do you remember how we felt in January 2019?  Investor sentiment was quashed by a -9.2% correction in U.S. stocks in December 2018, and the anti-growth political events of the day; a partial...

Headline Risks

It is hard to avoid getting dragged down by the current news cycle; deficits, inverted yield curves, negative yields in the Eurozone, tweets, trade disputes, the Red Sox’s pitching staff.  Did I mention tweets?  No one could be faulted for asking the...

Other People’s Money

Saving for retirement is a difficult endeavor.  So why do it alone?   The good news, for folks that are fortunate to have access to an employer-sponsored retirement plan, is that you don’t have to go it alone.   Charlie Epstein, the well-known...

Government Shutdown: What, Me Worry?

The government shutdown is the all-consuming, oxygen depriving, news headline of the moment.  On one hand, it could easily be a negative influence on our stock market.  On the other hand, political tribalism has made a government shutdown an all too common...

The Flattening Yield Curve – Should We Be Nervous?

One of the most prevalent market news items of late is the fact that the yield curve is flattening and may be an indicator of a recession. Matt Phillips of the New York Times published a wonderfully digestible article, if not provocatively titled, “What’s the...

Happy YOU Year!

Most of us are familiar with New Year’s resolutions.  The annual ritual can be either wonderfully enriching or frustratingly fleeting.  Below is a list of financial resolutions sure to improve your bottom line: Review recent tax law changes, identify any...