Newsletter / Blog

  1. Home
  2. Newsletter / Blog
March 24, 2022
by in Economy Corner

Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates

At its March 15–16 Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since December 2018, but it wasn’t a huge surprise. Fed Chair Jerome Powell had already said we should expect as much, with the potential for additional […]

Continue reading
January 31, 2022
by in Managing the Market

Fighter Planes and Market Turmoil

Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid motion sickness. If you already have a well-structured, globally diversified portfolio tailored for your goals and risk tolerances, our answer remains the same as ever: Your best […]

Continue reading
2022 goals, New year resolution. Woman in white sweater writing Text 2022 in open notepad on the table. Start new year, planning and setting goals for the next year
January 4, 2022
by in Quarterly Client Letters

Quarterly Client Letter – 2021 Q4

Today, in a whole new year, let’s talk about parts versus wholes. The theme is hardly new, but it bears repeating, lest we forget how essential they both are—to each other, to us, and to our financial well-being. There’s never a lack of noise coming from the moving parts that make up your whole portfolio, […]

Continue reading
December 7, 2021
by in Holiday Messages, Uncategorized

Spreading Meaning This Holiday Season

Have you ever noticed, when people speak about meaning or direction, they usually talk about finding it, discovering it, or adding it to their life? What if that’s not how it works? Rather than casting about for meaning, maybe it’s already there, happening all the time: “The greatest things in the world are brought about […]

Continue reading
October 20, 2021
by in Managing the Market

Are You Confused About Investment Costs? Part 2: Custodian/Brokerage Costs

In our last piece, we covered fund management costs. Next, let’s take a step back from the mutual funds, ETFs, or other holdings you decide to invest in. Where do these holdings live—and what does it cost to buy, sell, and hold them? An Account of Your Accounts First, let’s define a few terms: Investment […]

Continue reading
October 15, 2021
by in Quarterly Client Letters

Quarterly Client Letter – 2021 Q3

Sixty years after imagining the project, and after both had passed away, why did the famed artist couple Christo and Jeanne-Claude wrap L’Arc de Triomphe in Paris in silvery-blue fabric and red rope (which became an especially ethereal nighttime display)? Because they wanted to. And because their heirs carried out their vision, funding it through […]

Continue reading
Businessman saving money concept. Hand holding coins putting in jug glass
September 30, 2021
by in Managing the Market

Are You Confused About Investment Costs? Part 1: Fund Management Fees

What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Even when you know where to look for investment costs, the information can be difficult to digest. Let’s fill in some of […]

Continue reading
September 8, 2021
by in Tax Talk

Tax Planning in Turbulent Times Part 3: Tax-Wise Financial Planning

In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves. But we can weave each event into the tax-planning fabric of your financial life. Following […]

Continue reading
August 17, 2021
by in Tax Talk

Tax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques

In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning. It’s one thing to have the tools. It’s another to make the best use of them. After […]

Continue reading
    Fill out the form below to learn how we can help you.