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

Save Taxes, Hold a Mortgage

As a financial planner, clients often ask me, “Should I pay down my mortgage?” and “Should I pay cash to buy a home?” If you’re in your peak earning years, holding a mortgage offers at least four benefits.

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Investment Review

Emerging market stocks were the winner for the second quarter of 2024, returning 5%. This is one of the most volatile asset classes our clients hold. The average quarterly return for emerging market stocks since January 2001 was 2.5%.

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The Magnificent Seven—but for How Long?

When it comes to investing, tech giants Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla comprise the Magnificent Seven. If these seven “magnificent” companies manage to stay at the top of the market, that’s no assurance that higher returns will continue.

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