News


Jul
1

Weekly Investment Newsletter (SITREP) – June 29, 2020

Stock markets around the world rallied last week on expectations for slower growth in COVID-19 cases and a potential deal…

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Jun
22

Weekly Investment Newsletter (SITREP) – June 22, 2020

Stock markets around the world rallied last week on expectations for slower growth in COVID-19 cases and a potential deal…

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Jun
15

Weekly Investment Newsletter (SITREP) – June 15, 2020

Stock markets around the world rallied last week on expectations for slower growth in COVID-19 cases and a potential deal…

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Apr
16

Week 16 Sitrep

Stock markets around the world rallied last week on expectations for slower growth in COVID-19 cases and a potential deal…

Apr
8

Week 15 Sitrep

The current volatility in the U.S. stock market (even though it is upside volatility) continues to concern us regarding whether…

Mar
31

Week 14 Sitrep

Everyone wants to know if the selling in the stock market is over and if it’s time to buy again….

Mar
23

Week 13 Sitrep

ICYMI note: As follow up to the note from last week, the IRS has now released guidance that both the…

Mar
18

Week 12 Sitrep

Special note: Our CPA partner, Katie Lomness, provided us a quick update today that we thought worthwhile to pass along….

Mar
12

Market Update – March 12 2020

We thought it would be wise to send a specific market update addressing a few common questions we’ve received and…

Mar
9

Week 11 Sitrep

Clearly the two most common questions we have received over the last week have been “is it over yet?” and…

Mar
2

Week 10 Sitrep

Special note added 3/3/20: Market volatility continues into the week of March 2nd – after a 5% up day on…

Feb
26

Week 9 Sitrep

If there were ever a week with both good news and bad news, last week would have been a good…

Feb
24

Flash Market Update – 2/24/2020

Global stock markets have opened down roughly 2-3% for Monday based on several weekend news stories. It is not uncommon…

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