Tarriffied?
Written by Brian Frederick, CFP®, CIMA® Over the last 25+ years we have had a lot of challenges that some talking heads in the media classified as “it is different this time.” There have been many trying times for investors and 5 that quickly spring to my mind are: the Tech Wreck of 2000, 9/11, […]
Q4 Market Commentary: Oz – The Great and Powerful
Written by Brian Frederick, CFP®, CIMA® & Trevor Marston What We’re Seeing “There’s no place like home.” – Dorothy In honor of the release of the new cinematic version of Wicked, we thought we would take a moment to meditate on one aspect of L. Frank Baum’s classic story of The Wizard of Oz that […]
The End Is Near!
Written by Brian Frederick CFP®, CIMA® The End is Near! For once, I wanted to lead off with an inflammatory headline. Before we light the proverbial fuse, let’s think about this. I have always posited that if the headline was “Everything is going to be okay,” no one would click, read, or engage with the […]
Q3 Market Commentary: Past Performance
written by Brian Frederick, CFP®, CIMA® & Trevor Marston What We’re Seeing “The most contrarian thing of all is not to oppose the crowd but to think for yourself.” — Peter Thiel In the world of investing, a well-known adage often surfaces: “past performance does not indicate future results.” Indeed, it doesn’t. Statisticians might even […]
Q2 Market Commentary: The Greener Grass
written by Brian Frederick, CFP®, CIMA® & Trevor Marston What We’re Seeing “The stock market is a device to transfer money from the impatient to the patient.” – Warren Buffett It’s an age-old problem. People always keep trying to look over the horizon and try to find greener pastures. The grass is always greener on […]
Market Quarterly Commentary: Rebounds and Reflections
written by Brian Frederick, CFP®, CIMA® & Trevor Marston What We’re Seeing “Know what you own, and know why you own it” – Peter Lynch At the beginning of 2023, the prevalent view was a looming recession. Yet, The S&P500 surprised many by delivering a 26.18% total return. Even the Bloomberg Aggregate US Bond index […]
Indicators of Rising Interest Rates and Effects on Your Portfolio
By Brian Frederick, CFP®, CIMA® News last week of rising interest rates on the 10 year Treasury Bond (which influences mortgages and other loans) had the media in a frenzy. However, rising rates are not the bugaboo that some headlines would have you fear. While the one percent rise in a fairly short period of […]
Don’t Let The Headlines Distract You: Stay The Course
Brian Frederick, CFP®, CIMA® The news these days is hard to ignore. Especially with the impending election, we are inundated with noise. Unfortunately, each headline is more salacious than the next and becomes harder and harder to ignore. It’s difficult not to let our emotions get the best of us and do something that feels […]
BE LIKE BUFFETT: CORONAVIRUS IS SCARY, BUT WHAT SHOULD INVESTORS DO?
Brian Frederick, CFP®, CIMA® We are all hearing a lot of commentary about the spread of the coronavirus. It is concerning because no one knows for sure how fast and far it will spread and what sort of lethality it carries. The first US case of the coronavirus was in Snohomish County and after a […]
