Q3 2023

Q3 2023 Market Commentary

The third quarter of 2023 saw the euphoric optimism that propelled the “Magnificent Seven” stocks and broad[…]

Q2 2023

Q2 2023 Market Commentary

The first half of 2023 has concluded following a second quarter that saw concern on the direction[…]

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Golf and What It Can Teach Us About Investing for Retirement

“A good golfer has the determination to win and the patience to wait for the breaks.” –[…]

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The Few vs The Many

In the midst of recession fears, a banking crisis, and historically high interest rates, the S&P 500[…]

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Let’s Make a Deal

Investing and game theory have a lot in common, and one TV program that demonstrates the intersection[…]

Q1 2023

Q1 2023 Market Commentary

Markets, and more importantly, investor expectations, fluctuated drastically throughout the first three months of 2023. Beaten down[…]

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What Happened to Silicon Valley Bank?

The failure of Silicon Valley Bank was caused by a run on the bank. The company was[…]

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Forecasting, From Simple to Complex

Linear regression is a simple statistical method most of us are familiar with if we have ever[…]

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What’s an Investor to Do?

An easy way to determine if an investment is a good deal or not is to compare[…]

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2023 Market Outlook – Return of Gravity

We are delighted to turn the calendar on a year that served investors a double whammy as[…]