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News, Updates, & Resources

Risk Capacity, Risk Tolerance, and New Beginnings

February 2024 "Each sunrise brings a new day filled with new hopes for a new beginning." -- Debasish Mridha, physician, writer, philosopher, and philanthropist   During these early days of the new year, it's natural to contemplate fresh starts and exciting...

Rationality Under Uncertainty

“I take the market-efficiency hypothesis to be the simple statement that security prices fully reflect all available information.” Eugene F. Fama – University of Chicago Economist and Nobel laureate Ukraine Invasion On the evening of February 24, 2022, the world...

Why I Became a Financial Advisor

By Caroline M. Friedrich, CPA, CFP® Have you ever wondered why I am passionate about developing holistic financial plans for my clients? Watch my video below to get to know my story. If you want to work with a goal-focused, planning-driven advisor who strives to...

Your Tax-Preparation Checklist

By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® Taxes are something nobody ever wants to think about, but every year we are forced to tackle the mess that is the U.S. tax system. With all its crazy forms and loopholes, taxes in the U.S. seem like they were designed to be...

Deep and Wide – March Monthly Insight

“To reduce risk, it is necessary to avoid a portfolio whose securities are all highly correlated with each other.” Harry Markowitz – American economist Given the past 3 years of S&P 500 returns (31% in 2019, 18% in 2020, and 29% in 2021), many investors...

Ukraine: More musings on geopolitics and the markets.

“History had no lessons or rules to offer the student, it could only broaden his understanding and strengthen his critical judgments.” - Carl von Clausewitz, On War. After our last report on the market’s response to the Russian attack on the Ukraine, I had a number...

Russia – Ukraine Crisis 2022

Dear Friends, This morning’s financial headlines were all about the effects of the Ukraine crisis on the U.S. stock markets. Yes, the markets have been spooked. But should you panic? NO. Consider this:The first U.S. laboratory-confirmed case of COVID-19 in the U.S....

5 Common Bitcoin Questions

“Bitcoin is like anything else: it’s worth what people are willing to pay for it.”Stanley Druckenmiller – American investor, hedge fund manager, and philanthropist Cryptocurrency gained mainstream acceptance and attention as the market cap surpassed $3 trillion in...

Slow & Steady Wins the Race: All About Index Funds

By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® We’ve all heard of the tortoise and the hare. The hare is quick and sure-footed, while the tortoise is slow and cautious. They enter into a race, and the hare is certain he will win—so certain that he decides to take a nap...

Goal-Focused New Year

“The individual investor should act consistently as an investor and not as a speculator.”Benjamin Graham – American Economist The year 2021 was a wild one in many respects, but the U.S. stock market pushed higher and delivered a solid performance.  The...