The Final Countdown
Cue the synthesizers; fire up the keyboards. Hit the smoke machine. Here we go, America, it’s finally here…The Final Countdown. Just days away from the 60th quadrennial Presidential election and
Go for the Gold!
The 2024 Summer Olympics have just wrapped up and have provided spectators across the world with awe, inspiration and emotional moments of high drama that only sport presented on the
The Last Mile
Memorial Day is here and in addition to a day of remembrance and gratitude, it marks the unofficial start of Summer. Seems like it was just yesterday we were tallying
No Man’s Land
No Man’s Land is often referred to as a contested space where warring factions refuse to retreat yet cannot advance. It’s a place characterized by uncertainty, significant risk, dynamic tension
Smashing Pumpkins
Halloween time is here as kids of all ages celebrate the start of the Fall season, spooks, spirits, and of course, the tricks and treats. Children will wince as they
Year End Tax Strategies 2023
When one tax year door closes, another one opens! With less than two and a half months left in 2023, the door is still open for you to consider implementing
Autocado – Rise of the Machines
Summertime is officially here with a vengeance as tens of millions of Americans are cooking under the heat dome currently covering the Southwest United States. Recreation and travel are in
HOPE is a Strategy
It is hard to believe that 2023 is already one-third over. Indeed, each year seems to continue to pass by faster than the last and in terms of market surprises,
Stormwatch
Like the series of atmospheric rivers that pummeled California over the last several weeks, the Fed and other central banks’ aggressive constriction of monetary policy wreaked havoc on the markets
Superdry
One of the benefits of developing 25+ year careers in the asset management and advisory industry, is that our team has gleaned the necessary experience and perspective to lead our
Year End Tax Planning Strategies
For those who had not already filed their 2021 tax returns, yesterday marks another tax year in the books. Taxpayers (or should we say their CPAs) received a bonus weekend
Alpha Beta
Anyone who grew up in California may remember the grocery store chain called Alpha Beta. Alpha Beta was known for organizing their groceries in alphabetical order. Shopping there as a
The Fog of War
Our planet just can’t seem to catch a break. Just as countries, economies and markets were all beginning to emerge from last year’s Omicron surge, Putin did the unthinkable and
Rough Start
Ugh. If there ever was just one word to describe the markets of January 2022, that might be it. If the past month seems like one of the worst starts
Back to 1983
1983 was thirty-eight years ago. 1983, seemingly innocuous, was a rather remarkable year as 106 million viewers tuned in to watch the final episode of M*A*S*H and Star Wars: Return
Bottlenecks
Nobody ever said reopening the planet was going to be easy. With roughly a quarter of the world’s population now vaccinated against Covid-19, surging economic activity combined with wobbly supply
The Great Reversal
“What a difference a year makes,” might seem to be a bit cheeky of a cliché to describe the passage of ‘The Year That Seemed to Last a Lifetime’ for
Shot Clock
With 2020 thankfully over, many of us are now casting a hopeful eye towards 2021. Incredible advancements in gene sequencing and medical technology have allowed humanity to diagnose a deadly
The Deepening Income Drought and Potential Election Impacts
It is hard to believe fall has already arrived, ushering in the start of Q4. The end of summer was particularly challenging as COVID-weary Californians endured horrific wildfires in yet
Embracing Disruption
If there ever was a poster child for the definition of “disruption,” the year 2020 would certainly be it. In these first seven months we have dealt with one shock
Brave New World
There are not enough superlatives in the English language that can adequately describe the magnitude and impact that the COVID-19 crisis has thrust upon the world. Life as we knew
Impact of Coronavirus Aid, Relief, and Economic Security Act (CARES Act)
The Coronavirus Stimulus Package (CARES Act) was signed into law by President Trump on March 27, 2020 and represented a bipartisan effort to provide almost $2.2 trillion to stabilize the
Finding Calm in the Storm
Yet another gut-wrenching day in the equity and credit markets as volatility has now exceeded levels not seen since 2008. Clearly, our daily lives are morphing in response to the
Navigating Volatility
Financial markets continued their slide today as US fiscal policy and ECB monetary policy responses underwhelmed investors last night. The Fed’s announcement of its $1.5T funding plan today will ensure
Market Contagion
Sadly, the adage of, “when the U.S. sneezes, the rest of the world catches a cold” has been turned on its head with the recent advent of the COVID-19 virus,
Secure Act
How the Secure Act May Impact Your Retirement and Estate Planning The most significant retirement legislation in a decade was signed into law just before Christmas. While the name Setting
Forecasting 2020
Thanksgiving is here and gone and somehow, we already find ourselves in December after a whirlwind year of remarkably strong market returns, vacillating geopolitical drama, monetary policy reversals and ever-intensifying
Alternatively Speaking
In our last installment, we wrote about our approach to Investing in Innovation, and how we are expressing that theme in client portfolios. This quarter, resurgent market volatility warrants revisiting
Investing in Innovation
Creative destruction. Disruption. Revolution. All terms that have been used to describe the continual innovation that has occurred over the history of our world economy. Two hundred years ago, advancements
Planning for Your Estate in a Dynamic Political and Regulatory Climate
In the same way that innovation has changed the landscape of human history, Congress and US Presidents have consistently changed Estate and Tax laws over time. Because of these continual
Downshifting
It’s hard to believe we are already through January as it seems like the holidays were just yesterday. Those prone to motion-sickness are still recovering from last year’s market plunge,
