MARKET NOTE: Taking a step back, the market run since 2023 (after the 2022 bear market in stocks and bonds) has been extraordinary. The...

July is here and we hope everyone is doing well. We wanted to write to let you know your quarterly statements for the quarter ended June...

It is already April and we hope everyone is doing well. We wanted to write to let you know your quarterly statements for the quarter...

A Market Note was included at the end of our December 1 newsletter. The Market Notes we generally send with our newsletters are written...

After the close of each quarter, we send our clients a Market Note. This is the note we sent after the end of the third quat Let’s talk...

In the second quarter (Q2) that just ended, the S&P 500 (one of the best gauges of the US stock market) gained 5.1%, the Dow Jones (a...

Most people that invest in the market will generally buy publicly traded securities with the help of an online broker, mutual funds from...

Following a poor 2022 and strong start to the year 2023, beginning in Jul 31 the US stock market began to sell off. That was followed by...

The good news is the equity (stock) markets are up on the year. The bad news is we did close out the quarter with a pullback. Every year...

There are a number of reasons why a household would want to work with a financial advisor. Usually it boils down to achieving goals and...

The following is a great (5 min 58 sec) interview with Blue Owl Capital co-founder Marc Lipschultz on the importance of the...

A Spring Letter to Clients (Mar 1, 2023) Let me start by saying there are good and not so good things to report. On the whole, the...

We wish everyone and their families a very Happy Thanksgiving and we wanted to touch base before the end of year activities get in full...

Joshua Henry April 15, 2022 Boeing employs a workforce of 160,00 worldwide. As a financial advisor that specializes in helping Boeing...

Joshua Henry December 1, 2020 When you plan for retirement and daydream about the next chapter in your life, taxes don’t always come to...

Joshua Henry April 13, 2022 One of the most common retirement questions people ask is, “When will I be ready to retire?” What many people...

We expected the capital markets this quarter to be active and they did not disappoint. Just a short time ago (March 14) the broad US...

The point of this article is not to disparage Target Date Funds. We believe on net they are an important part of the financial landscape...

To support this rather audacious claim, I would organize the arguments into two different groups. The first being challenges in the...

Boeing employees know better than most that planning ahead is key to making the most of their finances, but they are still not immune to...