Chart of the Month – January 2026
Category: Investing
Not every investment theme plays out the same way. Michael, shares why a mix of companies and strategies may help manage concentration risk.
Chart of the Month – March
Tariffs now generate about $350 billion a year - but how do they show up in everyday economic life?
Chart of the Month – Feb 2022
Category: Investing
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.
Chart of the Month – Apr 2022
Category: Investing
Housing affordability is trending in the wrong direction. Take a look at our chart of the month showing housing affordability over the last 50 years.
I Bonds Pay Almost 10%, What’s the Catch?
Category: Investing
Investors are always on the lookout, it seems, for new and profitable ways to help make their dollars work for them. One that has come up quite often on our clients’ radars recently is Series I Bonds (or just I Bonds).
Chart of the Month – June 2022
Category: Investing
There are nearly two job openings for every unemployed worker with labor statistics showing 11.4 million job openings compared to 5.9 unemployed workers as of April 30, 2022. This mismatch between jobs and workers means that workers have options, including leverage to ask for more pay.
Chart of the Month – July 2022
Category: Investing
Sooner or later, we're likely going to see demand cool off. The big question is how quickly inflation alters consumer spending and how quickly that pulls back inflation.
Chart of the Month – Nov 2022
Category: Investing
The past fifteen years have been phenomenal for U.S. stocks. They've outperformed international stocks by close to 200%. Unfortunately, no one can predict when international stocks will outperform U.S. stocks, or vice-versa.
Chart of the Month – Jan 2023
Category: Investing
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
Chart of the Month – March
Tariffs now generate about $350 billion a year - but how do they show up in everyday economic life?
Chart of the Month – Feb 2022
Category: Investing
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.
Chart of the Month – Apr 2022
Category: Investing
Housing affordability is trending in the wrong direction. Take a look at our chart of the month showing housing affordability over the last 50 years.
I Bonds Pay Almost 10%, What’s the Catch?
Category: Investing
Investors are always on the lookout, it seems, for new and profitable ways to help make their dollars work for them. One that has come up quite often on our clients’ radars recently is Series I Bonds (or just I Bonds).
Chart of the Month – June 2022
Category: Investing
There are nearly two job openings for every unemployed worker with labor statistics showing 11.4 million job openings compared to 5.9 unemployed workers as of April 30, 2022. This mismatch between jobs and workers means that workers have options, including leverage to ask for more pay.
Chart of the Month – July 2022
Category: Investing
Sooner or later, we're likely going to see demand cool off. The big question is how quickly inflation alters consumer spending and how quickly that pulls back inflation.
Chart of the Month – Sept 2022
Category: Investing
Following Russia's invasion of Ukraine, gas prices spiked to a nationwide peak of $5.02/gallon on June 13, 2022. Since then, the price of gas has been coming down, but the discussions about it have not slowed at all.
Chart of the Month – Nov 2022
Category: Investing
The past fifteen years have been phenomenal for U.S. stocks. They've outperformed international stocks by close to 200%. Unfortunately, no one can predict when international stocks will outperform U.S. stocks, or vice-versa.
Chart of the Month – Jan 2023
Category: Investing
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
Chart of the Month – Apr 2023
Category: Investing
"Why would anyone buy a 5-year bond at 3.5% when you could get a 1-year bond at 4%?"
"Why don't I put all my money in a 4-month T-bill and make 4.9%?"
Chart of the Month – May 2023
Category: Investing
In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods.
A Financial Advisor’s Morning Routine: Why I Broke Up With “Breaking News”
Category: Investing
Being informed without getting drawn into every breaking news story that touches the economy, markets, or business. Doing well with money isn't necessarily about what you know but rather, how you behave.