Articles

Turn the Volume Down

Market Insights: Turn the Volume Down

In 2009, Jon Stewart interviewed Jim Cramer, the famous CNBC financial news commentator (first portion of the interview is here). When Stewart pressed him on his contradictory and often erratic antics Cramer said, “Look, we’ve got 17 hours of live TV a day to do.” Just think about that for a moment. 17 hours of live TV to fill! In between gold and crypto commercials, they have a 17-hour void to fill that bridges the gap between news, entertainment, and some actual financial analysis.

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SPAC

Investing 101: What is a SPAC?

SPACs have been around for decades, but only gained prominence recently in terms of IPO (initial public offering) deal market share, financial media news coverage, and institutional and retail investor interest.

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Housing Bubble

Market Insights: Is there a Housing Bubble Brewing?

The start to this year has been anything but smooth for the stock and bond markets. With interest rates on the rise and inflation running amok, some investors have questioned where the bubbles are located. Crypto and profitless tech companies have already had their bubbles respectively pop. One area some investors have questioned is real estate. Are we in fact in a major real estate bubble?

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Widen Your Aperture

Widen Your Aperture

How will I behave in combat? This a question I asked myself countless times before my first deployment to Afghanistan. As a young officer who performed well in training, I thought I had the foundation to do well, but there really isn’t a substitute for the real thing. Some things must be experienced before they are truly understood. A tough training scenario can recreate the sounds and chaos of combat, but it can’t recreate the emotions. No matter how stressful the training event, it’s still just that, a training event. There may be notional casualties, but actual Americans aren’t bleeding

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Market Insight: Focus on the Foundation

Market Insight: Focus on the Foundation Dylan Potter, CFP®, Vice President, Wealth Manager There are all kinds of combat tactics. Every segment of war, whether it’s on land, sea, or air, has tactics and techniques that are specific to that venue. However, at the point of execution – that moment when you engage with the enemy – the best tactics in the world will not make you successful if you haven’t put in the weeks, months, and years of training it takes to prepare for that unforgiving minute. You need the foundation.In training, it was our goal to push ourselves so

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People working high in the air on out side of skyscraper

Market Insights: Rate Hikes

On Thursday the Labor Department stated that January’s Consumer-Price Index—which measures what consumers pay for goods and services—reached its highest level since February 1982, on an annualized basis.

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Woman climbing up the stairs

Financial Wellness Checklist

Check portfolio asset allocation; Update and automate savings and investment contributions; Still time to make IRA contributions for 2021; Confirm your beneficiaries; Review your spending habits; Review your will

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Comfortable Being Uncomfortable

Just like Ranger School, in investing and financial planning, an above average ability to cope with misery is a core principle that will govern most of your long-term results.

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