Myths and Realities of ESG Investing
Over the past decade, one of the most fascinating and often misunderstood innovations in the...
Read More
Grow Wealth
Markets & Economy
Markets and Economy Update – The Year in Review
As I’ve grown older and personal time has become a rarity, I still find myself trying to carve-out a brief window of time to watch a little college or NFL football on some weekends. While...
Read More
Markets and Economy Update – The Investment Implications of a Trump Presidency
With Halloween now firmly in our rearview mirror, my family’s once burgeoning candy surplus had finally depleted – or so I thought. Just when I thought the Halloween candy was long gone, my oldest son,...
Read More
Markets and Economy Update – Price at the Pumpkin
Over the past weekend, my family and I took a road trip to a rural location where the upper Delaware River separates northeast Pennsylvania from New York. Through an old friend, my wife made arrangements...
Read More
Markets and Economy Update – Interest Rates – How Low Will They Go?
One unanticipated element of parenthood that has really brought me joy over the years has been observing and experiencing the curiosity and inquisitiveness in my two boys. Mundane things like a glass elevator in a...
Read More
Markets and Economy Update – The Concealed Carry Trade
On the morning of August 5th, I began my workday routine as usual, which typically involves some element of scrambling to get my two boys fed and out the door to camp on time. I...
Read More
Markets and Economy Update – Bolstered by Blue Chips
Prior to the Major League Baseball (MLB) All-Star break, my brother and I will be taking our eldest children to their first MLB game at Citizens Bank Park in Philadelphia. My son (6) and my...
Read More
Markets and Economy Update – The Election, Debt & Social Security
I’m not sure if anyone else finds themselves in this situation, but I find my social media feeds saturated with clips from the Dave Ramsey call-in show. If you aren’t familiar with this content, these...
Read More
Markets and Economy Update – Sell in May, Go Away?
Throughout my career, I’ve come across many phrases and mantras (or cliches) that seem to have gained a permanent foothold among investment managers and media pundits alike. After the 2008 financial crisis, you couldn’t see...
Read More
Markets and Economy Update – Hurry Up and Wait
With my eldest son in his first year in the public school system, my wife and I have had to quickly become accustomed to the concept of ‘spring break’ travel. Historically, I’ve tried to avoid...
Read More
