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Transitions - Wealth Planning and Market Insights

As an advocate for financial education, our newsletter helps educate you and your family on the fundamentals of investing, so you know what you own and why. We believe financial knowledge helps you gain clarity and confidence in achieving your financial goals.


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March 22, 2019

There will be great stress in your family when you become incapacitated. Strong opinions are expressed by sometimes well-meaning family members that paralyze decision making. This is the exactly the wrong time to require your spouse or children to begin a search for a competent trustee who will guide them.

February 14, 2019

Only several weeks ago, the stock markets were careening lower. Even as an upward movement began, most saw this "V" as a short-term bounce. The technical thinking was that the market needed more time trading in the lower end of this trading range.

January 17, 2019

Are we in a correction or have we entered a bear market? One answer is in the financial text books that define a decline off the highs of 10% as a correction, and a 20% decline as a bear market. Such clear-cut definitions make news reporting easy.

December 14, 2018

The recent hack into the Marriott/Starwood Hotels database impacted up to 500 million customers worldwide. To place this in perspective, the population in the United States is 325 million, so it is reasonable to assume a widespread impact on this data breach.

November 9, 2018

Hooray, they won! Now what? Except for the winning politicians, everyone else continues their daily tasks. Commerce continues, life continues, all with the saving grace we will be spared from receiving further political advertisements and mailers.

October 17, 2018

In a recent conversation about differing cultures, I was struck by the wisdom of a simple proverb I had never heard before.

September 18, 2018

Is it a Vice President, a Managing Director, A Portfolio Manager, or a Salesman? You won't know who is minding your money until you start asking questions.

August 16, 2018

More than half the effort in successful investing is to avoid making big mistakes. Everyone can make a mistake, but the key is knowing which stocks are more likely to fail and then avoid investing in them.

July 18, 2018

Since 2008, the Federal Reserve Board (Fed) has distorted interest rates by lowering its benchmark interest rate to zero. The, it agreed to print money to revive the credit markets.

June 12, 2018

There are points in your life where it makes sense to set up a trust. We see credit shelter trusts that are set up to take care of loved ones after your passing. For two main reasons, I am seeing a resurgence of revocable trusts.

May 14, 2018

Time after time, we see a stock price immediately move 5% to 10% just after a company news release. Did the company suddenly become a different company from yesterday? Rarely is this the case.

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