We’re not just here to manage your wealth. We’re here to help you understand how your money is being invested.
by Justin Long, on Sep 22, 2022
When is the next U.S. recession and how should you prepare for it? Recession has been a huge topic of conversation the last few months with clients, friends, and family …Read Story
by Justin Long, on Jul 21, 2022
Is a recession coming? Maybe. We know recessions are inevitable. And when they’re here… the scary news is blasting on cable 24/7. Your friends, neighbors, and colleagues might be panicking …Read Story
by Justin Long, on Jun 16, 2022
Well, it happened. We knew that markets were going to continue their wild ride, and here we are. Stocks slid into bear market territory after a bad May inflation report …Read Story
by Justin Long, on Jun 09, 2022
A philosophical question for you before we dive into the latest. Is the world more uncertain right now than it has been in the past? Or are we simply more …Read Story
by Justin Long, on Apr 22, 2022
Today, a quick overview of what's going on in the financial and economic world. For a more in depth discussion join us for our quarterly market update on May 3rd …Read Story
by Justin Long, on Mar 16, 2022
Hard times are here. (I’m still optimistic, though; I'll explain why at the end.) People are dying, running for their lives, and watching everything they’ve worked for go up in …Read Story
by Justin Long, on Mar 02, 2022
Some perspective on the grim situation in Ukraine and what could happen in markets. (Need a break from it? Scroll down to the P.S.) The invasion of Ukraine is a …Read Story
by Justin Long, on Feb 22, 2022
As we consider the tensions driving recent market movements, a Korean folk saying seems apt: “When whales fight, the shrimp’s back is broken.” The idea is that bystanders get hurt …Read Story
by Justin Long, on Jan 24, 2022
Earnings, interest rates, expectations of future growth, etc. It's just a math equation. Right? Or is it? Let's discuss. There's the story itself. The story folks tell themselves about what's …Read Story
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