She Thought I Was Broke Until I Proposed: Money Conversations in Marriage

It is wedding season and couples are in the mindset of new possibilities and building on what they already know about each other’s hopes and dreams. As they progress toward common goals, every couple has a unique way of working together; A language and a rhythm unique to them.  Through dating we develop an insider’s […]

measuring risk

A Measure of Risk

There are two ways to measure how well you are doing in your investment account:  In percentages or in dollars.  Which feels worse: “I am down 5%” or “I am down $50,000”? For a $1,000,000 portfolio those are one and the same, but it is much more frequent that I hear down moves described in […]

June Market Note- Managing Expectations

In the last month, stock markets around the world have been adjusting expectations.  Expectations about the future are important because often it is not a matter of economies being good or bad that drives shares higher. Of greater concern is whether the economy is getting better or worse.  The U.S. economy growing at 2% instead […]