Insights Blog – Page 2 – Proper Wealth Management

May 2021 Recap & Outlook

May was an eventful month and while the S&P fell ~4% at one point, crypto stole the volatility show. $ETH, for instance, rose ~50% during the first 12 ...

April 2021 Recap & Outlook

Dear Clients & Friends, The S&P 500 (and other equities markets) had a very strong month posting 5%+ gains after a subdued March which saw markets mostly move sideways. ...

Q1 2021 Markets Update & Outlook

Clients & Friends Another quarter is behind us and with it has brought us Spring and more vaccine supply. As of the time of my writing this update, I ...

Q4 2020 Markets Update

Dear Clients & Friends, I think we're all thinking it; so long 2020 you won't be missed! However, if the first week of 2021 is an omen of what's ...

Just BDIT ?

First off, let me add a disclaimer that I'm not an estate planning attorney or CPA and that everyone should seek counsel from one for your own unique circumstances. ...

Q3 2020 Quarterly Update

Clients & Friends, In Q3, the theme of relation was ever present as we saw risk assets increase almost entirely across the board. Most people in my shoes continue ...

Q2 2020 Quarterly Update

Who would have saw that coming? After experiencing a sudden and significant drop in March as the reality of COVID-19 set it, the S&P 500 logged a ~20% ...

️Caution Ahead

TLDR: Economic data is deteriorating fast with Q2 GDP likely down 35% and unemployment reaching 20%+.Opening up the economy is going to be tough if not combined with testing, tracking ...