Wealth Matters Newsletters
About the markets and your money
History doesn’t repeat itself, but it often rhymes.
April 2022 | We've had a war develop in mainland Europe, 30-year-high levels of inflation, commodities price/supply shocks, and continued supply chain disruption. Where do we go from here?
Thoughts for a New Year
January 2022 | Equity markets delivered again in 2021 despite numerous headwinds that could have derailed the strong performances...
Quarter-End Observations
October 2021 | The rapid spread of the Delta variant, stubbornly high readings on inflation, and a U.S. Congressional impasse (as of this writing) on the infrastructure bill and budget pressured markets...
What To Watch In The Second Half
July 2021 | With such a strong finish to the mid-year, what might the rest of the year have in store for investors? Here are a few items we will be watching that will likely influence markets for the remainder of 2021.
The Return of Inflation (Expectations)?
April 2021 | Discussions about inflation are often reminiscent, invoking memories of the 1970s and 1980s. The inflationary environment of the 1970s/early 1980s was snuffed out by...
What's in the Cards for 2021
January 2021 | Common themes in nearly every conversation I’ve had with clients, friends, and family over the last month were relief and hope: relief that 2020 was coming to an end and hope that...
Policy or Politics?
October 2020 | Over the last several weeks, many conversations we've had about the markets have been focused on the impact of the upcoming elections. "What happens if...
The Road Ahead
July 2020 | One of the biggest challenges investors face is preventing emotion from influencing the investment decision. It’s like being told to ...
Perspective in Challenging Times
April 2020 | Our nation has been faced with some incredible challenges in its relatively short history – revolutions, civil ...
Santa Claus Came to Town
January 2020 | 2019 was a remarkable year for investors. At the time of this writing, with two trading days left in the year, stock and bond markets...
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