Matthew Ramer
Mar 4, 2020
Coronavirus Update #3
Dear Clients & Friends, On Monday we sold the position we entered into on Friday. Between Friday’s low when we bought in and the high of...
Matthew Ramer
Feb 21, 2020
A Positive Turn or Trouble in Disguise
Dear Clients and Friends, I am pleased, though hesitant, to report that the economy has gotten a little bit better. It’s a convoluted...
Daniel Levinson
Feb 14, 2020
The Secure Act
Dear Clients and Friends, In late December, several long overdue changes to the governance of IRAs were signed into law. The “SECURE Act”...
Matthew Ramer
Jan 31, 2020
Coronavirus vs. The Markets
Dear Clients & Friends, It seems like all we talk about is China and the Trump impeachment trials these days. As if we haven’t heard...
Matthew Ramer
Jan 10, 2020
Key Numbers 2020
Over the next two weeks, we will be preparing our 2020 investment market outlook. But for this week, as we do each year, we have compiled a
Matthew Ramer
Dec 13, 2019
December Market Risk Update
Dear Clients & Friends, It’s time for our monthly risk update. Not much has changed since last month, except that the President wants to...
Matthew Ramer
Nov 17, 2019
Ever Heard of FOMO?
Ever heard of FOMO? “Fear of missing out.” Because we think mutual fund managers are suffering from that ailment at this very moment!!...
Matthew Ramer
Nov 9, 2019
November 2019 Market Risk Update
Dear Clients & Friends, It’s time for our monthly market risk update written by our good friend Brad McMillan. I also want to give a...
Daniel Levinson
Oct 25, 2019
529 vs. UTMA
Dear Clients and Friends, As the fall weather sets in, leaves begin to turn, and pumpkins and ghosts begin popping up everywhere, we...
Matthew Ramer
Aug 30, 2019
August 2019 Market Risk Update
Dear Clients & Friends, It’s that time of month for Market Risk Update from our good friend Brad McMillan. My intro this week will be...
Matthew Ramer
Aug 19, 2019
Yield Curve
Dear Clients & Friends, There has been a lot of talk recently about “the yield curve” and, more specifically, an “inverted” yield curve. ...
Matthew Ramer
Jul 18, 2019
July 2019 Market Risk Update
Dear Clients & Friends, It’s the time of the month for monthly risk update for which we turn to our good friend Brad McMillan. Once per...
Matthew Ramer
Jun 21, 2019
June 2019 Market Risk Update
Dear Clients and Friends, It’s that time of month when we explore the monthly market risk update with our good friend Brad McMillan. To...
Matthew Ramer
May 31, 2019
Beyond Tariffs
Dear Clients & Friends, The Tariff War has taken center stage as of late, so we thought we’d discuss why economists and financial...
Matthew Ramer
Apr 13, 2019
April 2019 Market Risk Update
Dear Clients & Friends, It’s time for our monthly Market Risk update from our good friend Brad McMillan. Interestingly, while Brad and I...
Matthew Ramer
Apr 6, 2019
Dip Trade Out - Account Risk Change
Dear Clients & Friends, This weekend’s reading is important, so thank you for taking the time to read it. When the market fell more than...
Matthew Ramer
Mar 31, 2019
What the Heck is Blockchain?
Dear Clients & Friends, Many folks over the last few years have asked me about Bitcoin and blockchain technology. Some of the questions...
Matthew Ramer
Feb 24, 2019
February 2019 Market Risk Update
Dear Clients & Friends, It’s time for our monthly Market Risk Update. We are sharing our update a little later than usual this month...
Matthew Ramer
Dec 2, 2018
Social Responsibility vs. Performance
Dear Clients & Friends, First, let me thank all of you for your overwhelming response to last weekend’s B-Corp announcement, which hit...
Matthew Ramer
Oct 13, 2018
Rough Week
Rough week! The Dow was down more than 800 points on Wednesday, and the S&P 500 was down almost 100 points. The Nasdaq composite index...