Blog Topic: Quarterly Commentary
10.15.18

Economic and Financial Market Commentary: Q3 2018

Kevin Ervin, CFP®, CPA

After a generally positive investment environment for the third quarter, both stock and bond asset classes have come under pressure in the first co...

07.19.18

Economic & Financial Market Commentary: Q2 2018

Kyle Thompson, CFP®, CPA

“If investing is entertaining, if you’re having fun, you’re probably not making any money. Good investing is boring.” – George Soros

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04.16.18

Economic & Financial Market Commentary: Q1 2018

Kyle Thompson, CFP®, CPA

“We don’t have to be smarter than the rest. We have to be more disciplined than the rest” – Warren Buffett

How do you feel the mar...

02.26.18

The Benefits of Recent Stock Market Volatility

Kevin Ervin, CFP®, CPA

The past month has contained some of the highest levels of stock market volatility of the past few years.  While this can be somewhat unnerv...

02.06.18

Market Noise

Kyle Thompson, CFP®, CPA

If you have watched the news or read the headlines over the past 24 hours you would think the markets were decimated yester...

12.15.17

Should you accelerate your SALT and Property Tax deductions before year-end?

Kyle Thompson, CFP®, CPA

TAX REFORM BILL

President Trump has been resolute in making the tax reform bill the hallmark of his first year in office.  The...

11.21.17

Mid-Quarter Commentary: Q4 2017

Kyle Thompson, CFP®, CPA

MARKET CONVERSATION

As I sat down to write this mid-quarter commentary, I asked myself, “Do you, the client, really ...