Newsletter

Take a moment to straighten your posture and breathe deeply. Feel that? Do you sense that spring is coming? With it, I feel a renewed hope for the future.

There’s lots of advice out there about organizing your workday, your family life, even your diet and exercise routine using to-do lists.

This time of year, as winter bears down, it’s nice to look ahead to spring break or summer vacation.

This week is sure to evoke some kind of emotion. On Friday, Feb. 12, tax season officially kicks off In the U.S., and it’s followed a short two days later by Valentine’s Day on Sunday, Feb. 14th. Are you ready for both?

Back in the dot-com bubble of the 90s, Edward Greenspan coined the term ‘irrational exuberance’.

Here are some articles I found insightful from this week. Enjoy them, feel free to share them, and please reach out with your thoughts or questions. I look forward to hearing from you.

There’s no easy way to put it, 2021 has started with some disruption and confusion, especially in the U.S. The daily stream of news has me thinking about Winston Churchill who famously said, ‘if you are going through hell, keep going’.

We made it to 2021! However, turning over a calendar page does not mean that you change your long-term financial strategy.

By this point, it’s been said over and over again —2020 was an unprecedented year. And it’s true, starting with the onset of the coronavirus pandemic, to the economic crisis, market recovery, and now a light at the end of the tunnel with the rollout of vaccines across the world.

I think we can agree, 2020 was a year like no other. Investors have been challenged like never before as the pandemic took the market from record highs to the brink of a depression and back.