Our Blog

Does Past Performance Predict Future Results?

By John H | June 3, 2021

There is a story from WWII about the Army doing an analysis of damaged planes to find out how to…

Bondholders Beware

By Kenny | May 19, 2021

We spend a lot of time as investors trying to understand and mitigate risk.  Sometimes this can seem difficult as…

Elections and the Market…6 Months Later

By Kenny | May 6, 2021

Before the election, I wrote a post talking about how the market didn’t react in predictable ways to the election of…

Are We in a Bubble?

By Kenny | April 28, 2021

In the course of about a year, we’ve gone from fears of the next great depression, to rumblings of asset…

When Data Deceives

By Kenny | February 11, 2021

“If you torture the data long enough, it will confess to anything” – British Economist Ronald H. Coase In investing…

What’s Going on with Gamestop? 10 Questions Answered.

By Kenny | February 3, 2021

It’s not very often that a story about a hedge fund making a small bet against a thinly traded stock…

Don’t Call it a Comeback – The Return of Small Value

By Kenny | November 11, 2020

So far in 2020, and really for the past few years, investing has seemed pretty easy.  Invest in the big,…

Location, Location, Location

By Kenny | October 22, 2020

Generally this phrase is used in relation to the value of real estate, but it can have important implications for…

Understanding Risk and How to Control it

By Kenny | October 9, 2020

Understanding risk and knowing how to best control or mitigate it is probably the most important factor in creating and…

Charitable contribution planning with a Donor Advised Fund

By Aaron Coates | October 7, 2020

A donor advised fund (DAF) is an investment account in which you make an irrevocable gift and receive a charitable…

Stocking Up

By Dan Pallesen | October 7, 2020

As I am writing this, we are still in the great toilet paper shortage of 2020. And as bizarre as…

Highlights of the SECURE Act

By Aaron Coates | October 7, 2020

The much-anticipated reform to required IRA distributions for account owners and their beneficiaries known as the SECURE Act of 2019…

Can Money Buy Happiness?

By Dan Pallesen | October 7, 2020

Before I answer, let’s talk about what we think instinctively. I would guess that most of us live our lives…

It’s Really Hard to Time the Market

By Kenny Gatliff | October 7, 2020

There is no doubt about it, 2020 has been a volatile year. In times of turbulence, we often look at…

Where Can the Market Go From Here?

By Kenny | September 23, 2020

As someone who manages investment portfolios for a living, one of the most common questions I get from friends, family,…

Hindsight is 2020

By Kenny | September 1, 2020

To say 2020 has been a crazy year is a massive understatement.  On Dec 31, 2019 the economy was doing…

Is the S&P 500 too risky?

By Kenny | August 26, 2020

For many that have followed the market recently, this statement probably seems crazy.  Since the market bottomed out in early…

How to Invest in a Low Interest Rate World

By Kenny | August 18, 2020

For the last decade, the fed has been openly committed to a low interest rate policy, which has generally made…

Presidential Elections and the Market

By Kenny | August 11, 2020

It is officially election season.  We are 12 weeks from election day and today Joe Biden selected Kamala Harris as…

Is Gold a Good Investment?

By Kenny | August 4, 2020

In the last few months, we’ve seen a resurgence in the price of gold, which has naturally led to many…

How to Prepare for Coming Inflation

By Kenny | July 31, 2020

One of the most common concerns we’ve been hearing recently (and rightfully so) is the fear of impending inflation.  Government…

2 Reasons the Stock Market is Not Overvalued.

By Kenny Gatliff | June 18, 2020

Most of the time, the stock market moves up and down in seemingly rational ways.  Good economic data is often…

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