Resources

In January, the U.S. reached its $31 trillion national debt ceiling. Consequently, Treasury Secretary Janet Yellen implemented “extraordinary measures” to continue meeting the government’s obligations in the near-term. To most observers, this would seem like a looming...

2018 seems like a lifetime ago. Remember the South Korean winter Olympics, President Trump’s trade wars, and the Tide Pod Challenge? It also was the last time that we had midterm elections. Election day this year is November 8th, and the prospects for a divided...

AUGUST 2022: For those of us not on social media, a meme is an image shared on social media, usually with an irreverent, sometimes edgy caption, that represents the thoughts or feelings of a specific audience. Think a picture is worth 1,000 words for Gen Z and the...

JULY 2022: While history suggests long-term equity investors are rewarded with high-single digit annualized returns, behavioral biases can often disrupt an investor’s path to this outcome. Focusing on an investing process that one can control, rather than making...

MAY 2022: Flashback to 2020: you are living through a real-life pandemic lockdown. You are confined to your home, binge watching Netflix shows, ordering a year’s worth of toilet paper from Amazon, stocking up on IPads and laptops for home schooling and work-from-home,...