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We cover topics around Impact, Planning, Investment News, and helpful insights for managing your wealth.
Markets and Economy Update – October 2021
Long-Term Investor Mindset Several months ago, my jaw nearly hit the floor when I saw the first, brief movie trailer for the October, 2021 film release of Frank Herbert’s classic novel Dune. As a...
Markets and Economy Update – September 2021
As a college sophomore back in the late 1990’s, I was fortunate to be part of a small group of students from my university who were granted the opportunity to study in southern Switzerland for a...
Markets and Economy Update – August 2021
I almost hesitate to reveal this, but my wife and I are both natives of New Jersey. You know, the type of people on the highway who drive all the way to the very end of a merge lane before executing...
Markets and Economy Update – July 2021
In mid-July, I had some business-related travel that forcefully yanked me out of my prolonged hibernation, and, before I realized what was happening, had me buckled in at seat 23A of a United...
CIO Tim Doyle Shares Key Points Regarding Market Volatility
By Tim Doyle, CFP®, MBA On Monday, July 19, 2021, financial markets opened sharply lower as fears about the spread of the COVID-19 Delta variant reverberated across the country. Given these...
Markets and Economy Update – June 2021
All Eyes on the Fed As the parent of a three-year-old boy, I have come to grudgingly accept the fact that I am fully susceptible to manipulation. You see, my son loves two foods above all else:...
Markets and Economy Update – May 2021
A Focus on Inflation I tend to be both a visual and auditory learner who somehow seems to find a television, film or pop culture parallel for just about everything. Given this fact, when thinking...
Markets and Economy Update – April 2021
As I compose this month’s Market and Economy Update, I grow anxious looking at the calendar to see that we are fast approaching a pivotal event that has the potential to shape the course of the...
Markets and Economy Update – March 2021
My wife has always been an anxious flyer. For her, nerves don’t necessarily come from the flight itself but from all that happens upon her arrival at the airport to when the nose of the plane lifts...
Markets and Economy Update – February 2021
As a Colorado resident of nearly 20 years, I have come to expect, and at times appreciate, the weather-related “head fakes” that occur so often at this time of year. Each winter in the depths of...
Markets and Economy Update – January 2021
Over an investor’s lifetime, there may be a handful of occasions when he or she feels like Wile E. Coyote chasing his prized Road Runner in that classic, old Looney Tunes cartoon. Despite the...
Frequently Asked Questions of ESG Investing
While Environment, Social and Governance (ESG) investing may be well known among some wealth management industry insiders, it is a strategy that is still somewhat new to the investing public (and...