Industry
1Q2023 – AIn’t (Quite) Ready for Prime Time
Please excuse the delay in this quarterly newsletter, I was watching Tucker Carlson and Don Lemon…get canned. Too soon? Don’t worry, this quarter’s post isn’t about the rise and fall of the prime time television elite: it’s about the rise of AI tools in our everyday life. In a flash of brilliance (or laziness), I…
Read MoreThe Consolidated Appropriations Act of 2021…In Under 5500 Pages!
Does the excitement of the new Consolidated Appropriations Act of 2021 keep you awake at night? If so, you can find all 5,593 pages here on Congress’s website and I’m confident your insomnia will be cured by page 3. Like most of you, I skipped most of the tiny print of the bill in favor…
Read More2018 Market Review
As we reflect on 2018, it is tempting to sugarcoat the year by simply reporting that it was a record-setting year for stocks – because so many investors would rather quickly forget the end results. So here are the end results: 2018 was the worst year for stocks since 2008 and only the second year…
Read More2Q Newsletter Commentary
Key themes from the second quarter of 2018.
Read MoreWho’s In Charge Here?
All financial planners, investment advisors, wealth managers (insert word for money, followed by a word for a person) are registered with either a Broker-Dealer or a Registered Investment Advisor (RIA or IA). Individuals who work for a Broker Dealer are referred to as Registered Representatives while those working for a Registered Investment Advisor are, confusingly,…
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