News, updates, and more.

Ukraine War Market Impact Update

Since the war in Ukraine began, its effects on the financial and energy markets have dominated the financial news. I decided to send this quick newsletter update to address some common concerns. 1. First, some perspective: The stock market has actually been mostly flat since Russia invaded

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Summer Market Update

After a great performance for the stock market in 2019, I concluded the year’s final newsletter with, “I anticipate a rockier ride in 2020.” I had no idea how rocky the ride would end up being. The stock market continued its upward climb until February 19th, when

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Can the market justify “new highs?”

Since headlines of “new market highs” have been in the news, I have fielded many questions and concerns about how the market can be setting new highs (the S&P500 was down over 30% in March! It seems so long ago…) while we are in a pandemic induced

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Market Update – April 2020

When everyone knows the playbook, the plays stop working. That seems to be the case for everyone who has dusted off their playbooks from the Great Financial Crisis and are trying to make sense about what is happening in 2020.  The S&P 500 has increased 27%

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Market Update – March 2020

Less than a month ago, the markets were hitting new highs as positive economic data indicated that the US economy was continuing to grow. Then Coronavirus took a foothold in Europe and the United States. Fear-driven headlines and uncertainty caused the markets to plunge and

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