26 May, 2022

Market Headwinds Ahead

Twelve months ago, the narrative was that we were heading into another “Roaring 1920s”, with the global economy set to see years of high growth as it emerged from the pandemic. What a difference a year makes; the narrative has now flipped as concerns...

19 May, 2022

Stock Price Volatility Reflects Opinions, Not Facts

We’ve been on a market rollercoaster ride recently, witnessing some of the biggest swings in more than two years. I call this the “Inflation Phantom” rollercoaster....

16 May, 2022 Total Client Experience

Avoidable Regrets

I took my family out for a nice dinner on Mother’s Day. Although we went to a small local Trattoria it was far from inexpensive, but the food was out of this world. Having the family together for this wonderful occasion provides memories that cannot...

06 May, 2022 Total Client Experience

Do You Remember March 23, 2020?

As human beings, we have certain behaviors wired into us. One such behavior or bias is that we often feel whatever trend is happening will continue indefinitely. It is easy for us to justify and rationalize this thought process....