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Recent Updates

It Doesn’t Matter That Your Neighbor Thinks the “Markets” Are Expensive

Weekly Commentary, October 6th, 2017   Summary Equity markets were mixed this week with US equities (S&P 500) up 1.24% and international equities (EAFE) down -0.09% Fixed income markets were also mixed with investment...

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Big/Little News & Some Secrets for Success from the Richest Man “Ever”


Weekly Commentary, September 29th, 2017   Summary Equity markets were positive globally this week with the S&P 500 +0.69% and International Markets (EAFE) +0.13%. This week capped off a very strong third quarter for...

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Of Rocket Men and Dotards

Weekly Commentary, September 22nd, 2017   Summary Equity markets were surprisingly flat this week, both day to day and week over week, with the S&P 500 +0.10% and International Stocks (EFA) +0.48%. Fixed income...

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Investing Like an Endowment

Weekly Commentary, September 15th, 2017   Summary Equity markets had a good week around the globe with the S&P 500 +1.07% just finishing over the 2500 level, while international markets were also up strong...

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Hurricanes, Scary Headlines and How to React

Weekly Commentary, September 8th, 2017   Summary Equity markets were mixed with the S&P 500 down slightly for the week at -0.52%, while international markets (EFA) were up 0.78%. Fixed income markets were also...

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Some Good News for the Holiday Weekend

Weekly Commentary, September 1st, 2017   Summary Equity markets were positive this week with U.S. stocks (S&P 500) up 1.34% and international stocks (EAFE) up 0.36%. Fixed income markets also saw gains this week...

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The Past, the Present, the Future

Weekly Commentary, August 25th, 2017   Summary Equity markets were positive this week with U.S. stocks (S&P 500) up 0.76% while international stocks (EAFE) were up 0.85%. Fixed income markets were also positive with...

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A Lesson in Volatility

Weekly Commentary, August 18th, 2017   Summary Equity markets were mixed this week with U.S. stocks (S&P 500) declining -0.58% while international stocks (EAFE) were up 0.36%. Fixed income markets were positive this week...

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Let’s Talk Crazy

Weekly Commentary, August 11th, 2017   Summary Equity markets sold off a bit this week in response to geopolitical tensions with the S&P 500 down 1.33% and EAFE down 2.24%. Fixed income markets were...

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Another Case of Irrational Exuberance?

Weekly Commentary, August 4th, 2017   Summary Equity markets – were positive this week with U.S. stocks (S&P 500) up 0.19% and international stocks (EAFE) up 1.00%. Fixed income markets – were mixed with...

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