Investment

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Can a Greek Paradox Inform Thinking on Financial Planning?

The Ship of Theseus There is an ancient thought experiment centered on The Ship of Theseus. Greek Historian and writer Plutarch paints the scene based on Theseus, the King and founder of Athens. After many famous conquests on a ship, Theseus returns to Athens, where his ship becomes a museum piece. In the coming years, [...]

By |2020-11-24T15:11:49-05:00September 14th, 2020|Financial Planning, Investment|

Money Market Funds in the News

March 24, 2020 Earlier this month, the Federal Reserve announced some measures to support certain segments of the money market fund sector. This raised investor concerns about the safety of money market funds. As a result, we wanted to provide some clarity on the money market funds we use for our clients. For a little [...]

By |2020-11-24T15:11:53-05:00March 24th, 2020|Investment|

2020 Market and Investment Outlook

In our annual investment outlook, we reflect on the performance and market drivers of 2019. The equity market of 2019 produced its third strongest performance of the past 25 years as the S&P 500 was up 31.5%. This was within 2% of the highest annual return during this period (see table on page 2). Fixed [...]

By |2020-11-24T15:11:53-05:00January 21st, 2020|Investment, Markets|