Entries by admin

Mid Quarter Newsletter – December 2019

No Profits? No Problem! In the venture capital industry, a “unicorn” refers to a technology startup company that has reached a private valuation of $1 billion. While few and far between in the past, these types of companies are commonplace in today’s market, and, more surprisingly still, most are actually losing money.  Uber, Lyft and […]

Financial Bites – Investments Video

The fourth installment in our new Financial Bites lunch series, Investments, was superb! In this session, our advisors discussed profitable investment behaviors, busted investment myths and shared helpful processes to begin investing like a pro. Thank you to all our attendees as well as our outstanding wealth advisors, Chelsea Watson and Bruce Tyson, who presented. Click […]

White Paper – Multiple Advisors vs. One Advisor

Working in finance, it’s become clear to me that decisions surrounding money are commonly influenced by feelings. Those feelings can range from happiness and comfort to fear and greed—the list goes on and on. A natural result of these varied emotions is that people are often hesitant to use one advisor because they are concerned about “putting all of their eggs in one basket.” The choice to have one advisor or multiple advisors is very personal, but it shouldn’t be emotional.

Financial Bites – Budgeting Session Video and Update

The second event in our new Financial Bites lunch series, Budgeting, went off without a hitch. In this session, our advisors honed in on the keys to a successful budget and how to get your financial footing. Thank you to all our attendees as well as our phenomenal wealth advisors, Joe Seetoo and Celia Meagher, […]

Quarterly Commentary – Q3 2019

“May You Live in Interesting Times” The above phrase is an English translation of a traditional Chinese omen.  While it seems like a blessing, it is actually meant ironically and foreshadows a period of disorder and trouble. The omen feels appropriate given our current era of political and economic instability.  With the combination of continued […]

Financial Bites – Retirement Planning Session Video and Update

Recently we hosted the first event in our new Financial Bites lunch series. The session focused on retirement planning and was an incredible success. We are grateful to everyone who attended and to our outstanding wealth advisors, Chris Galeski and Chelsea Watson, who presented. Clients often come to us asking, “How much do I need […]

Mid Quarter Newsletter – September 2019

Interest Rate Movements – How to Make Sense of Them? At its July meeting, the U.S. Federal Reserve (Fed) lowered interest rates for the first time since December 2008. Officially, the Fed’s reasoning was that it was worried about inflation not hitting the desired 2% goal. But unofficially? They may have instead caved to market […]

Quarterly Commentary – Q2 2019

One for the Record Books The current U.S. economic expansion is now officially the longest in history, having just entered its 121st month. Shortly after the end of the second quarter, stock markets also hit all-time record highs. These milestones are juxtaposed against another less thrilling record: the current economic expansion has also been the […]

Mid Quarter Newsletter May 2019

The Return of Trade Tensions It’s hard to believe that it’s been over a year since President Trump launched us into a trade war with China. (We first delved into this issue in our second quarter 2018 client letter here.) While it appeared that progress was being made in negotiations toward the end of 2018, […]