We all recall the famous opening line from Charles Dickens’ novel “A Tale of Two Cities”: “It was the best of times; it was the worst of times.” In “A Tale of Two Tapes” we’ll dive deeper into the market dynamics, economic...
Take a quick quiz to assess your financial readiness as you care (or prepare to care) for multiple generations. Have you ever felt stuck… in the middle? No, I’m not talking about that hit song from 1972 by Stealer’s Wheel. I’m talking about the growing group of...
Economic and Market Outlook Discussion- Presented by Stephen Kolano, CFA With inflation and interest rates at historic highs, and increased chatter about a potential recession on the horizon… What does it all mean for you, your family, and your money? Join Christian...
Another quarter is in the books and it was an eventful one to say the least. Before we get into what happened I thought I would share a chart of asset class returns for the quarter that you might find surprising. Surprised? This quarter was a great case study in how...
Smokey the Bear, Unintended Consequences and U.S. Banks Have you heard of the law of unintended consequences? No? Well, I bet you have heard of Smokey the Bear. Let’s talk about why he’s a villain. Since 1944, the United States Forest Service has used good ol’ Smokey...
If we close our eyes tight enough, we can envision our parents at tax time… An adding machine, crumpled receipts, and coffee-stained 1040 forms littered across the dining room table. For most, the six weeks from the beginning of March until the middle of April...
