How Going Back to School Can Impact our Kids Relationship with Money

This past weekend, my wife and I made the decision to enroll our kids in the virtual option offered by their school for the fall semester. It was a difficult decision for a myriad of reasons, but the reason I wanted to share this with you is because I know that a lot of folksContinue reading “How Going Back to School Can Impact our Kids Relationship with Money”

Q2 Google Search & Investor Trends

As we closed the 2nd quarter a couple of weeks ago, I wanted to see if the data we initially began tracking in our post A Tale of Two Charts revealed any new clues about investors behavior in relation to the markets as this is our first full quarter filled with pandemic implemented policies. SomeContinue reading “Q2 Google Search & Investor Trends”

What Hamilton Can Teach Us About Investing…

Much like every household this past weekend, we gathered round to watch the much anticipated release of ‘Hamilton’.  And all I will say is that it is phenomenal, and Kristin and I couldn’t stop signing along to the songs that were trapped in our head.  So there is my review, for what it’s worth.  IContinue reading “What Hamilton Can Teach Us About Investing…”

What Happened to the Market Yesterday? & What YOU Should Do….

Please buckle your seat belt, we are about to experience some turbulence… It would have been nice if Chairman Powell had ended his press conference this week with that warning. And with that, the S&P 500 was lower by 5.9% at the close of business June 11, 2020. So why this now?  We seemed toContinue reading “What Happened to the Market Yesterday? & What YOU Should Do….”

A Tale of Two Charts

Several weeks ago in my post, I wrote about how during the Global Financial Crisis of ‘08-‘09, investor’s risk appetite was almost 5 months behind the actual bottoming of the stock market. Fast Forward to 2020, and the chart clearly illustrates a different scenario: What’s interesting to note is that the VIX (the fear gauge)Continue reading “A Tale of Two Charts”

Lessons from the Berkshire Hathaway Annual Meeting

Every year folks anxiously line up outside the arena in Omaha, waiting to hear Warren Buffett and Charlie Munger deliver their opinions on all things. Like most other things this year, there was a change, and we were watching Mr. Buffett and Vice Chairman Greg Abel sit in a 18,000 seat arena pretty much byContinue reading “Lessons from the Berkshire Hathaway Annual Meeting”