Blog Topic: Quarterly Commentary

04.23.21
Kyle Thompson, CFP®, CPA

“Bull markets are born in pessimi...
01.22.21
Kyle Thompson, CFP®, CPA

“The stock market is a device for...
10.22.20
Kevin Ervin, CFP®, CPA

The theme of our last quarterly commentary...

04.23.20
Kyle Thompson, CFP®, CPA

We hope you and your family are doi...

01.23.20
Kyle Thompson, CFP®, CPA

“In investing, what is comfortable is rarel...

10.18.19
Kevin Ervin, CFP®, CPA

FOREIGN TRADE TARIFFS

On-again/off-again trade negotiations/threats/tweets with foreign governments, primarily Chin...

10.15.18
Kevin Ervin, CFP®, CPA

After a generally positive investment environment for the third quarter, both stock and bond asset classes have come under pressure in the first co...

07.19.18
Kyle Thompson, CFP®, CPA

“If investing is entertaining, if you’re having fun, you’re probably not making any money. Good investing is boring.” – George Soros

...
04.16.18
Kyle Thompson, CFP®, CPA

“We don’t have to be smarter than the rest. We have to be more disciplined than the rest” – Warren Buffett

How do you feel the mar...

02.26.18
Kevin Ervin, CFP®, CPA

The past month has contained some of the highest levels of stock market volatility of the past few years.  While this can be somewhat unnerv...

02.06.18
Kyle Thompson, CFP®, CPA

If you have watched the news or read the headlines over the past 24 hours you would think the markets were decimated yester...

12.15.17
Kyle Thompson, CFP®, CPA

TAX REFORM BILL

President Trump has been resolute in making the tax reform bill the hallmark of his first year in office.  The...

11.21.17
Kyle Thompson, CFP®, CPA

MARKET CONVERSATION

As I sat down to write this mid-quarter commentary, I asked myself, “Do you, the client, really ...