Miscellaneous What I Learned At The Grand Canyon About How To Live My Life by M. Burke Koonce, III Almost exactly three years ago, I wrote this brief essay about a trip to the Grand Canyon our family had ... Read more...
Quarterly Market Update Market Quarterly: Q2 2022 by M. Burke Koonce, III Going Below the Hard Deck After seven consecutive quarters of positive returns, the markets have now coughed up two quarters ... Read more...
Investing Getting Kicked While You’re Down by Dan Tolomay, CFA It was an ugly first half of 2022. The value of large US companies declined -20%. Small US companies fell ... Read more...
Market Update Monthly Market Dashboard: June by M. Burke Koonce, III June 30 2022 “If you are shopping for common stocks, choose them the way you would buy groceries, not the ... Read more...
Investing Mark Twain and the 60/40 Portfolio by M. Burke Koonce, III One doesn’t have to be a professional investor to know that markets have been under pressure so far this year. ... Read more...
Miscellaneous A Job Well Done by William Smith, CFP® Honoring Two Special Colleagues Years ago, at least before the Great Resignation, prospective new hires would often comment “I hope ... Read more...
Market Update Monthly Market Dashboard: May by M. Burke Koonce, III 25 May 2022 Current Conditions “Rough winds do shake the darling buds of May” — William Shakespeare, Sonnet 18 Shakespeare ... Read more...
Current Events Not the Same, But Better by Leah Jane Barnwell, CRPC® It has been a truly extraordinary couple of years. In the world, in this country, and right here at home ... Read more...
Quarterly Market Update Market Quarterly: Q1 2022 by M. Burke Koonce, III There’s Lots of Bad News. That’s Good News. After seven consecutive quarters of positive returns, the S&P 500 finally turned ... Read more...
Current Events On The Eve of the Apocalypse by M. Burke Koonce, III It was inevitable, I suppose, the same way good dogs get old, Polaroids fade and rock drummers spontaneously combust. For ... Read more...
Current Events Investing A Long March by M. Burke Koonce, III True to the proverb, March came in like a lion. As oil prices, interest rates, and geopolitical tensions each climbed ... Read more...
Investing Will the Next Domino Fall? by Dan Tolomay, CFA My sons like to play with dominoes. Specifically, they like to stand them up in rows, push the first one ... Read more...