Halloween & The Market

Halloween & The Market

As Halloween approaches, our thoughts turn to carving jack-o’-lanterns, trick-or-treating, haunted houses, festive costumes, and scary movies.  Halloween is the only holiday that has the ability to both delight and fright.  Costumed children gleefully celebrate their...
401(k) Freak Out

401(k) Freak Out

Recently, an acquaintance came to me with his most recent 401(k) statement.  He was, quite frankly, shocked by what he saw.  In his words, he was “Having a freakout about my 401(k).” He asked for help understanding what it was he was looking at…and why, exactly, his...
Tricky Recipe

Tricky Recipe

You’ve probably noticed the volatility wreaking havoc in the markets over the past few weeks. To understand what’s going on, let me tell you a story. Imagine you are inside a fancy restaurant, waiting for your meal to be prepared. While you wait, you can watch the...
The Recession Question

The Recession Question

If I wanted to see if it was raining in, say, Zimbabwe, all I’d have to do is load my favorite weather app and I’d know within seconds.  Similarly, if I wanted to find out if the Dallas Cowboys won last night, all I’d have to do is fire up Google. But if I wanted to...
The Bear is Back

The Bear is Back

On Monday, June 13, investors began the week by digesting a new spate of bad – albeit familiar – news: Inflation continues to surge.  In response, the markets sank swiftly and sharply, pushing the S&P 500 officially into bear market territory.1  (A bear market, as...