Our Thoughts


2020 Bear Market
You woke up today to headlines that market futures fell overnight, and we are seeing another big drop so far today. You may be wondering


A Volatile Week: What to Do Next
This is what we’ve planned for! Thoughts to remember in this period of market volatility. As investors, we know that we cannot achieve high long-term


First-Time Homebuyer? Here’s How to Prepare Financially
Recently I was asked to send in my top tip for first-time homebuyers to be included in a blog post for Redfin. It was fun


How to (not) use the yield curve when investing in stocks
I get asked a lot by non-clients what I think the stock market is going to do. I always tell these folks that I have


Perspective on the recent u-turn in interest rate policy
Since the “Great Recession” ended, the U.S. economy has grown, although at a much slower pace than historically. We have seen record low levels of


My parents told me they would pay for college. This is what I will tell my kids instead.
I was a very lucky kid. My parents worked hard and instilled a work ethic and ambition in their three children. They achieved financial success