Full Resource List
We take a "household CFO" approach, providing full-service financial planning and investment management with great services and ongoing supportat a reasonable price. We are independent fiduciaries and keep our fees low, well below Wall Street rates, while providing services they don’t offer.
We write on practical, thoughtful, well-sourced topics that apply to our clients.
Below is our full list of resources. Click on the tags in each post to see more on that topic.
Sell-off in the Bond Market is a Good Thing, Not a Crisis
James Carville famously said, “When I die, let me come back as the bond market because then I could intimidate everybody.” In multiple instances, even Trump has shown he cares more about the bond market than the stock market.
What gives the bond market this mysterious power? In short, it sits near the center of the entire financial system.
You've Changed, Bonds - Not Cool
If you checked your 401(k) statement for the last quarter, you lost money. (If you didn’t, I want to invest with you!) Even your usually boring and reliable bonds are down a lot. Worse, they are going down at the same time stocks are going down, another rare occurrence. There have been only three years since World War 2 when the 10-year treasury bond had bigger losses than the S&P500. What the hell, bonds? You changed. Not cool.