Frothy, Bubbly Stocks

Aaron Schuler, CDFA® here. I’m not writing to you about cappuccinos, champagne, or bubble bath. We’re talking stocks. You may have noticed that the shortest bear market in history is over, and markets recently hit new record highs. Will stocks keep going higher? Will they stay volatile? Is another bear market around the corner? Maybe.Continue reading “Frothy, Bubbly Stocks”

The Economy & Sharing Good News

Hi All! I hope you’re well. How’s your summer? In our world, we’ve been enjoying time with the kids and visiting family. With everything going on around the world, I’m grateful that we’re safe and well. I hope you are, too. So, what’s going on with the economy? Well, hopes for the “V-Shaped” recovery economistsContinue reading “The Economy & Sharing Good News”

Paradigm shifts (and how to keep up)

Life has changed; how do we adapt without losing sight of what we want to achieve? As you’ve heard me say before, no one knows how the future will play out, but we should still look ahead and think through the consequences of what’s happening. (More about this kind of second-order thinking ahead.) I believeContinue reading “Paradigm shifts (and how to keep up)”

5.4.20: The Economy & Some Virtual Fun

I hope you’re safe and well. It’s been weeks since we shuttered the office and started working from home and, like many, I’m feeling the strain of upended life. How about you? Are you ready to venture out again? In this letter, I thought I’d give you a rundown of some of the latest economicContinue reading “5.4.20: The Economy & Some Virtual Fun”