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We cover topics around Impact, Planning, Investment News, and helpful insights for managing your wealth.
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...
Markets and Economy Report (Year In Review)
Answering the question “what happened to the markets in 2020?” is a lot like answering the question “what is time?” There’s just so much to unpack that it can be difficult to know where to begin. As with time – or wind – you intuitively feel the answer more than you can plainly describe it. Yet, there are underlying themes that tie together much of what occurred in financial markets in 2020, so we’ll attempt to cover some of those key topics while briefly looking ahead at what’s in store for 2021.
ESG Investing – Myths and Realities
Over the past decade, one of the most fascinating and often misunderstood innovations in the wealth management industry has been the broad acceptance, utilization and growth of ESG investing. ESG is...
Markets and Economy Report (Election Update)
When it comes to financial markets, equities responded favorably during a month in which we saw a precipitous rise in daily confirmed new COVID-19 cases, as seen in Chart A. This just goes to show that, if this pandemic has taught us anything about financial markets, it’s to expect the unexpected.
Destiny Capital Founder Steve Musick Announces Retirement for September 2021 After 40 Years of Dedicated Service
It is with mixed emotions that we share this announcement today. After 40 years of dedicated service to his clients and team, Destiny Capital founder Steve Musick is setting his sights on a well-deserved retirement in September 2021. This is a time of celebration of an incredible career and also an important transition that Destiny Capital has been preparing for. We will miss Steve immensely and we are honored and ready to carry the torch!
Election Update
Our job isn’t to declare winners and losers – it is to study the most likely outcome given new, relevant data and to understand how financial markets may react. At this stage, it appears as though financial markets are betting-on an outcome of divided-government, meaning that Joe Biden will remain the President-Elect, Republicans will keep the majority in the Senate, and the Democrats will maintain the House after losing a number of seats.