August 2021
Clients & Friends, August was a quiet month in terms of market returns and economic data (more below). We also saw heart-wrenching videos of folks trying to flee Afghanistan ...
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June 2021 Recap & Outlook
Clients & Friends, June was a relatively muted month so we'll keep this month's update short and sweet. Some trends have persisted such as housing prices which continue to ...
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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. ...
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Q1 2020 Quarterly Update
I made a decision in December to switch from monthly updates to quarterly ones and of course it's been one of the most active quarters I've ever experienced. ...
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October 2019 Market Update & Outlook
Monthly Recap After September's noisy month of being dominated by WeWork and a potential impeachment of President Trump, October was equally as busy with a Fed rate cut, continued impeachment ...
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May 2019 Market Update & Outlook
Monthly Recap Another busy month of data and dram with the markets dropping and trade war escalating. To recap, here are just some of the noteworthy events and stories ...
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February 2019 Market Update & Outlook
Monthly Recap February we witnessed the same recurring themes and headlines in the US and abroad. The equity markets posted solid gains as the markets seem to believe that ...
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