Hot Takes with a Long-Term Point-of-View

We dig deep into comprehensive financial planning and investment management topics, current events, and market performance.

Blog

Explore more than a decade’s worth of time-tested tips and thoughtful commentary on the financial world, current events, and even our firm. 

Featured Posts

Market Panic and Your Portfolio

U.S. stocks fell sharply on March 9, bringing us closer to bear market territory. While we don’t yet have a grasp on the human toll of the worldwide coronavirus pandemic—or the measures to halt or mitigate its spread—the markets are reeling.

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The Real Costs and Benefits of Cashless Money

Over the past few years, cashless peer-to-peer payment applications (apps) have become very popular. It is estimated that 69.2 million Americans used a peer-to-peer payment app in 2019, and this number is expected to rise to 73.8 million users this year

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The New Roaring ‘20s

Being bombarded with data and headlines presented as impactful to your financial well-being can evoke strong emotional responses from even the most experienced investors.

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Market Panic and Your Portfolio

U.S. stocks fell sharply on March 9, bringing us closer to bear market territory. While we don’t yet have a grasp on the human toll of the worldwide coronavirus pandemic—or the measures to halt or mitigate its spread—the markets are reeling.

Read More »

The Real Costs and Benefits of Cashless Money

Over the past few years, cashless peer-to-peer payment applications (apps) have become very popular. It is estimated that 69.2 million Americans used a peer-to-peer payment app in 2019, and this number is expected to rise to 73.8 million users this year

Read More »