Navigating Tax Season and Market Volatility As we step into another quarter, I am delighted to share with you the latest edition of our quarterly newsletter. In these times of market volatility, it is [...]

Another Year in the Books As we begin this new year, it is the perfect time to approach your financial journey with renewed vigor and a strong sense of purpose. Together, we have built [...]

Special Edition: A Lot of Happenings As we near the end of this presidential election year, it feels like time is moving full speed ahead. One thing we can all look forward to is [...]

What Broad Market Performance Means for Investors History shows that long-term investing isn't just about "predicting winners" - it's also about diversifying across styles, factors, and global markets. Market leadership not only changes overtime [...]

Why Cash Is Not a Long-Term Investment In times of market uncertainty, investors often seek the safety of cash. This has been true over the past several years as markets have swung due to [...]

New Year, New Highs, Same Woes The new year is off to a quick start as we put 2023 in the review mirror. The start of the year brings the joys of tax season [...]

The US Economy and Investment Portfolios Q3 2023  With 2023 quickly approaching its finale we are teeming with activity at Timonier! Tis' the season for satisfying required minimum distributions, fulfilling charitable contributions strategies (Qualified [...]

What Fitch's U.S. Debt Downgrade Means for Investors With investing, as in life, it's important to know not just what to worry about, but when to do so. The national debt is rightfully a source of investor worry, but [...]

Why Oil, the Fed and Jobs Are Surprising Markets There is an old saying that happiness equals reality minus expectations. This is particularly relevant when it comes to financial planning and investing during times [...]

A Year in Review 2022 It is important to note that financial markets and their participants are forward looking, while recessions are identified with lagging indicators - looking backward. Once a recession is clearly [...]