Our Written Work

From
Our
perspective

Written and video communications from various members of our team.

StreetSmarts: How to Protect Yourself from Malicious Cyber Threats

Emily Lambert helps us understand how to navigate a world of increasing cyber threats.

StreetSmarts: A Look at the FAANG Stocks

In our latest video, Billy Cooper, Investment Management Planner, talks through what’s going on with the FAANG stocks lately.

Market Outlook Mid-Year 2020

A macro look at what’s to come in the markets and the economy.

Considering a Roth Conversion

Why this might be an especially prudent time to consider a Roth IRA.

Cybersecurity during COVID-19

COVID-19 has changed nearly every aspect of our daily lives, including how we work, socialize, and communicate. Unfortunately this also means many of us will be subject to a range of new cybersecurity threats, including the all-too-common phishing attacks but with an added pandemic twist.

The Bond Market: 1st Quarter 2020

Liquidity, liquidity, who’s got the liquidity?

Readers of somewhere around my years may remember playing the child’s game ‘button, button, who’s got the button?’, though it has its roots as far back as the late 1800s. In the game, only one child ends up with the button.
As for the Federal Reserve in the current economic crisis brought on by COVID-19, everyone gets liquidity.

The Equity Market: 1st Quarter 2020

What a long, strange trip it’s been. And we know we don’t need to tell you that—we’ve all been on this trip together. “Long” is the operative and ironic word, here, given that the past month has in many ways felt like years as we have ridden out the storms of each day and each week in an environment so foreign that it is hard to remember what “normal” felt like just a calendar page ago.

Breaking Down the 2020 CARES Act

Understanding the $2 trillion federal stimulus package’s various provisions and how they might impact you.

The Bond Market: 4th Quarter 2019

I enjoy writing the fourth quarter commentary; other than the highlights of the quarter, it provides an opportunity to look back at some of the prominent events of the entire year. And what a year it was.

The Equity Market: 4th Quarter 2019

Happy New Year, and Happy End of a Decade—and a pretty blow-out one at that. We find it both nostalgic and fruitful to look back at the past decade because it can help us refine and adjust our perspective for the year (and decade) to come.

Recent work.

Cybersecurity during COVID-19

COVID-19 has changed nearly every aspect of our daily lives, including how we work, socialize, and communicate. Unfortunately this also means many of us will be subject to a range of new cybersecurity threats, including the all-too-common phishing attacks but with an added pandemic twist.

read more

The Bond Market: 1st Quarter 2020

Liquidity, liquidity, who’s got the liquidity?

Readers of somewhere around my years may remember playing the child’s game ‘button, button, who’s got the button?’, though it has its roots as far back as the late 1800s. In the game, only one child ends up with the button.
As for the Federal Reserve in the current economic crisis brought on by COVID-19, everyone gets liquidity.

read more

We’d love to hear
from you.

(585) 325-4140

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