Mr. GameStop’s Wild Ride

Mr. GameStop’s Wild Ride

“In the short-run, the stock market is a voting machine. Yet, in the long-run, it is a weighing machine.” — Warren Buffett [i] While the last week in the markets has felt like being on Mr. Toad’s Wild Ride at Disneyland, Warren Buffett’s famous quote on stock...
2020:  A Year Like No Other

2020: A Year Like No Other

Only three months to go! We are finally getting to the back stretch of this ‘annus horribilis,’ the Latin term made famous in the modern era by Queen Elizabeth II in 1992 after the British Royal Family suffered an awful year of tragedies and scandals.[i] The daily...
The Philanthropic Advice Gap

The Philanthropic Advice Gap

Professional financial, tax and legal advisors typically do a strong job helping clients structure their philanthropy through the right vehicle and providing sound financial and budgeting advice.  Where they often fall short is in helping clients discover core values,...
Trade, Interest Rates, and Investment Discipline

Trade, Interest Rates, and Investment Discipline

I dreamed a thousand new paths…I woke and walked my old one – Chinese proverb[i] The last week has seen the biggest drop of the year in global equities as two main macro drivers of equity prices for the past two years – trade disputes with China and Federal...
The China Syndrome

The China Syndrome

A scary movie It’s the fortieth anniversary of the 1979 film The China Syndrome [1] starring Jane Fonda, Jack Lemmon and Michael Douglas, which exposes serious safety issues at a California nuclear plant. The term ‘China syndrome’ refers to a nuclear accident causing...
Buy Low, Sell High

Buy Low, Sell High

The markets did not react well to this week’s Federal Reserve meeting announcement and Fed Chair Jerome Powell’s press conference. The Fed raised overnight rates 0.25% to 2.25-2.50% and have now raised rates three times this year. Going forward they did cut...
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SHOOK Best in State Advisor

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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