How things change... Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Jack James on Dec 21, 2023 How things change - reflecting on our conversation from the end of October, we had observed: “Over the past month, equity markets have faced renewed turbulence, far from the optimistic projections many held.” “From a technical analysis standpoint, bonds... Read more
Wake Me Up When September Ends Filed Under: Estate planning | Financial Planning | Portfolio Management | Tax Planning | Wealth Management Published by Jack James on Sep 27, 2023 With summer behind us and the arrival of cooler, rainy days, we trust you had a fantastic time creating cherished memories during the warmer months. Since our last update in mid-July, the financial markets have been anything but static. Indeed, the world... Read more
Market Waves: Summer Swells Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Jack James on Jul 19, 2023 Amidst the sun-soaked days of mid-July, we are enjoying the pleasures of summer, like longer days, memory-filled getaways, patio cookouts, and the comforting whisper of warm summer nights. Just like the seasons change, the financial market's initial energy... Read more
Sell in May? Filed Under: Estate planning | Financial Planning | Investment Services | Wealth Management Published by Jack James on Apr 28, 2023 Markets have demonstrated remarkable resilience in recent months, delivering solid first-quarter performance that has carried through to the end of April. This has transpired despite the collapse of Silicon Valley Bank and Credit Suisse in March. The... Read more
The Problem with Inflation... Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Jack James on Jun 17, 2022 The Problem with Inflation... Halfway into June and the persistent pressures that have defined markets in 2022 continue unabated. The cast of influencing characters remains the same – many we have touched on in prior monthly updates. With rekindled selling... Read more
Bear Market Blues Filed Under: Portfolio Management | Wealth Management Published by Jack James on May 24, 2022 Since issuing our end of April update, we have witnessed continued selling pressures across stock and bond markets amid investors' ongoing concerns about persistently high inflation, increasing interest rates, and heightened recessionary risks. Although... Read more
April Showers Filed Under: Estate planning | Investment Services | Portfolio Management | Wealth Management Published by Jack James on May 04, 2022 April Showers. Will they bring May flowers? With continued broad declines across most major assets through the month of April, many investors have been left wondering if and/or when the selling will subside. The first question (if) is an easy one to answer... Read more
Q1 Volatility Filed Under: Tax Planning | Wealth Management Published by Jack James on Apr 01, 2022 This concludes the first quarter of 2022. If there has been any notable theme in the last three months, it has been volatility. Volatility caused by inflation and policy expectations. Volatility caused by war and elevated geopolitical strife. Volatility... Read more
One Month In Filed Under: Financial Planning | Investment Services | Portfolio Management | Retirement | Tax Planning | Wealth Management Published by Jack James on Jan 24, 2022 With the first month of 2022 almost in the books, stock markets are on track for one of their worst starts in recent memory. As investors worry about interest rate policy, slowing economic growth, and rising geopolitical tensions, this rocky start stands... Read more
Fall of 21’ Filed Under: Estate planning | Investment Services | Portfolio Management | Wealth Management Published by Jack James on Nov 01, 2021 With the Fall of 21’ in full swing, Halloween right around the corner and the holiday season now visible on the horizon, we hope you’ve had an opportunity to slow down and appreciate the change in fall foliage and enjoy the Thanksgiving holiday with those... Read more