Highlights The S&P 500 rose by 6.28% in the month of January, while non-US stocks, represented by the MSCI EAFE index, rose by 8.1%. Bonds...
READ MORE
A new Lending facility for our clients
P&A clients who meet certain criteria now have another way to borrow money against their Schwab after-tax investment (i.e. non-retirement)...
READ MORE
November market recap
Inflation remains front and center in the minds of market participants and consumers. Fed by supply shortages, labor costs, worker shortages,...
READ MORE
New erasers wipe clean
About a month ago I was lectured by some pitch playing buddies in the 19th hole at the country club. They must have been waiting for me...
READ MORE
October market recap
The expansion of the U.S. economy hit its slowest pace since the recovery began, with Real GDP for the third quarter coming in at 2.0%. In...
READ MORE