When you’re as passionate about investing as we are, you tend to have opinions.
Quarterly Client Letter – 2nd Quarter 2023
Over the course of the first quarter of 2023, capital markets around the world continued their advances off the lows of 2022, albeit in very
Quarterly Client Letter – 1st Quarter 2023
Capital markets around the world suffered losses in 2022. Stocks and bonds, in the U.S. and abroad, were lower for the year. Indeed, most “risk
Quarterly Client Letter – 4th Quarter 2022
The U. S. stock market enjoyed a nice recovery from its June low in the early part of the third quarter, only to reverse course
Quarterly Client Letter – 3rd Quarter 2022
One couldn’t turn on any financial news source within minutes of the market close on June 30th without hearing or reading that the S&P 500
Quarterly Client Letter – 2nd Quarter 2022
The first quarter of 2022 was marked by a significant uptick in volatility in both stocks and bonds, in the U.S. and around the world.
Quarterly Client Letter – 1st Quarter 2022
We are excited to be issuing our first client reports under our new banner – as SoundPath Investment Advisors.
Quarterly Client Letter – 3rd Quarter 2021
The major stock market averages in the U.S. continued to make new highs throughout most of the 3rd quarter, only to reverse course in September.
Quarterly Client Letter – 2nd Quarter 2021
The U.S. stock market closed the second quarter at a record high, the best first half of a year since the late nineties tech boom.
Quarterly Client Letter – 1st Quarter 2021
The major U.S. stock averages ended the quarter solidly higher, and very near all-time highs.
Quarterly Client Letter – 4th Quarter 2020
If 2020 taught us anything, it is the folly and futility of trying to predict future events.
Should I Convert My IRA to a Roth?
We get this question from time to time. The answer is: “It depends.”
Quarterly Client Letter – 3rd Quarter 2020
The third quarter of 2020 enjoyed a continuation of a rebound in stock prices around the world.
Spending Instead of Saving: The Opportunity Cost
In the early 1990’s, Warren Buffett gave a talk to a group of wealthy people at the New York Public Library.
Quarterly Client Letter – 2nd Quarter 2020
Markets around the world recovered sharply in the second quarter of 2020, a welcome relief after the precipitous, pandemic-driven declines suffered in the first quarter.
My old friend, dollar-cost-averaging, came to mind recently as I looked at the performance of the markets during the first six months of 2020.
No PPP for Medley Brown
We want to go on record that we did not apply for a PPP loan.
Asking a Question at the 1994 Berkshire Hathaway Annual Meeting
I began attending the annual meeting of Berkshire Hathaway in 1987 after purchasing one share of the stock in my IRA account.
Quarterly Client Letter – 1st Quarter 2020
It would’ve been hard to imagine at the end of 2019 how much the world could change in just three months’ time.
Update on Current Market Volatility
The last two months have seen extreme volatility in stock and bond markets globally. We wanted to update you and share our thoughts.
The Past Thirty Days
I entered the investment business in September, 1967, and this is one of the most difficult stock markets I have seen.
What Is Going on With the Market?
What is going on with the market?
We’d love to chat about our approach to managing your assets and how we keep you from worrying about them.
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