Market Updates
Chart of the Week for June 30th, 2022
This chart comes to us from a Bloomberg article citing their proprietary US sell-side stock analyst ratings which have not been more bullish since 2002 (their scale is 1 to 5 with 1 being equivalent to a “sell” recommendation and 5 a “buy”). On the surface, they seem...
Chart of the Week for June 20th 2022
Juneteenth There is so much brilliant historical and current writing on the significance of this day that we eagerly defer to the scholarship around it for the authoritative sociopolitical and historical view. Our business is of course investing, and we are taking...
Chart of the Week for June 10th 2022
We have a new CPI print today which sent markets into a week-ending nosedive. 8.6% for May puts inflation for consumers near where it was in 1981 before the Volcker Fed cranked rates to an eye-watering 17+%. For as painful as rate increases are right now we have...
Chart of the Week for June 2nd 2022
What’s up with gas? Inflation is everywhere, but it is hard to normalize when we are having the breakfast table conversations about how much prices have climbed. Our shopping carts are different from each other’s and aren’t always consistent from one trip to the...
Monthly Market Updates – May 2022
Macroeconomic Overview: Preparing For Client Reviews, May 2022
We recommend that our clients watch this video prior to their scheduled review, to provide context for how to think about the upcoming year and to prepare for the meeting. While this interview provides a good background for the global macroeconomic situation, it...
Wisdom of the ancients, our centralized team-based approach
The Ancient Greeks believed that each of us carries within us what they termed ‘Entelechy’ - a self-organizing force that when engaged with blossoms into realized potential. I believe that inside of each of us lies a gift, here to be expressed in the world -...
Living Whole, your health is your wealth!
If you’ve taken the time to delve into our website I’m sure you may have observed the term Live Whole™ mentioned throughout, and there are many aspects to living from this philosophy. Today I wish to highlight one core aspect and that is, health. My...
BUILDING A PURPOSE-DRIVEN PRACTICE
In this episode, Lawrence explains why he starts every meeting with a new client discovering their dreams and reason for being here. He and his entire team are dedicated to aligning investment plans toward not only building wealth, but also building a life. Mike leads...
CONSCIOUS INVESTING – DOING WELL BY DOING GOOD
If you’re reading this, chances are you are one of the many who are waking up and beginning to consider how your decisions affect not just you or your family but the world around you. You may be buying more organic food, shopping at green businesses, and supporting a...