It was 90 Years Ago Today…

It was 90 Years Ago Today…

Very few among us remember what happened on this day in 1929. It was “Black Tuesday”, and the stock market dropped by 12% that day. The stock market’s slide had begun a few days earlier on October 24, but it accelerated until the “crash” on the 29th. The stock market...
Misaligned Values

Misaligned Values

From time to time, prospective clients reach out to us because they’ve grown dissatisfied with their current investment advisor or money manager. This can be because they don’t agree with the advisor’s investment management approach (more on this below), the manager...

When Clients Walk

We occasionally part ways with clients, and the reasons for doing so vary. Some move away and prefer to find a new advisor closer to where they live. Some pass away. Some realize after some time that we’re not a “good fit” for them. While we never like to lose...

Is a Negative Bond Yield Rational?

Unless you follow the global capital markets, you’re probably not aware that investors all over the world are currently receiving negative yields on their investments in bonds. In the United States, government agencies and corporations still have to pay a positive...

Kids and Money

Many of our clients have children, and it’s not unusual for the clients to ask us for tips or guidance on educating kids about personal finance, since the subject is generally not covered in school. Yet, research has shown that by age 3, kids can grasp basic money...