Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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After a brief Summer rally, stocks resumed their declines in September. In this note, we examine inflation, the Fed, and a few sectors that have recently become more attractive than they have been in years.

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The first half of 2022 offered investors few bright spots, and few places to hide from declining markets. Stocks and bonds declined, both foreign and domestic. But for asset accumulators, this might be a gift.

Timing the Market, or Time IN the Market?

June 23, 2022

We are wired to "protect what's ours", not to think long term. But what if we missed just the 10 best days in the market each decade? That seemingly insignificant amount of time can be incredibly damaging to our long term prosperity.

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