Stephen Hanley
- Oct 28
- 5 min
Q3 2021 Market Update
Q3 was a bit of a pause on the yearly growth, but markets again roared back to all-time highs in October. This year has continued solid retu
Andrew Nutter
- Sep 17
- 8 min
Constitution Day - We are not a Democracy
Over the years I have been writing an Independence Day article to remind us of the sacrifice our founding fathers made. In the article I...
Stephen Hanley
- Aug 2
- 6 min
Q2 2021 Market Update
In Q2 2021 the Wilshire 5000 Total Return index gained 8.05%, the All-Country World Index gained 7.11%, and the Barclays Aggregate Bond...
Stephen Hanley
- Jul 30
- 8 min
Etsy (ETSY) Scratch Notes
Etsy is the global marketplace for unique and creative goods. We connect millions of buyers and sellers from nearly every country around...
Andrew Nutter
- Jul 7
- 18 min
Independence Day - Slavery & the Original Declaration of Independence
Thomas Jefferson wrote language into the original Declaration of Independence that had to be taken out in order to receive a unanimous vote.
Stephen Hanley
- May 6
- 6 min
Q1 2021 Market Update
The past 5 years have offered tremendous returns in the stock market while also maintaining inflation-like returns in the general bond marke
Andrew Nutter
- Mar 22
- 6 min
The Science of Hitting - Circle of Competence
We recently witnessed Tom Brady win his 7th super bowl, furthering the notion that he is the greatest of all time (GOAT) of the NFL. The...
Stephen Hanley
- Feb 3
- 13 min
2020 Annual Letter
I’m happy to share with you that, like our clients, our business had a very good year in spite of the many challenging headlines.
Stephen Hanley
- Nov 6, 2020
- 5 min
Q3 2020 Market Update
Quarterly Market Recap The third quarter continued this year’s rebound with the Wilshire 5000 index gaining 9.01% from the timeframe of...
Stephen Hanley
- Oct 1, 2020
- 4 min
What does the upcoming election mean for investments?
It’s that time again; election time. We’ve received a good deal of questions from families regarding the possible fallout from the upcoming
Stephen Hanley
- Aug 12, 2020
- 7 min
Q2 2020 Market Update
Quarterly Market Recap
· Election Fears
· Market Fragmentation
· Top Client Questions and Answers
The second quarter saw a large rebou
Andrew Nutter
- Jun 27, 2020
- 9 min
Independence Day - Divine Preservation
Independence Day is approaching us, which means I get to share stories about our founding fathers that I believe most Americans have...
Stephen Hanley
- May 7, 2020
- 8 min
Q1 2020 Market Update
Q1 2020 Highlights · Never bet against America · Quarterly Market Recap · Top Client Questions and Answers Thoughts on the United States...
Stephen Hanley
- Apr 7, 2020
- 4 min
Cares Act - What you Should Know
I hope this update finds you and your family healthy and taking advantage of the extra family time provided by this historical period we...
Julie Young
- Apr 6, 2020
- 3 min
Cares Act Summary
This article was taken from corporate accountant Julie Young at Simplified Accounting. She has put together a very nice summary piece...
Stephen Hanley
- Apr 1, 2020
- 2 min
Back to the Basics
Back to the Basics – Principles of Financial Success When in the midst of any “crisis” it is very important to remember the basics. Over...
Stephen Hanley
- Mar 18, 2020
- 4 min
Which Dominos Have Fallen?
“Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years” – Warren Buffet In the prior two market...
Stephen Hanley
- Mar 10, 2020
- 4 min
The Market: What's Old Is New Again
The Market: What's Old Is New Again Wow! What a wild ride the markets have experienced the last few weeks. A jolt like this is startling...
Stephen Hanley
- Feb 26, 2020
- 5 min
Virus in the Markets
Virus in the Markets Unless you live under a rock, you have certainly read or heard about the terrible Corona virus afflicting China and...
Stephen Hanley
- Feb 5, 2020
- 13 min
Evergreen Annual Letter - 2019
2019 Year-End Review and 2020 Forward Outlook What a great year for the markets! The US Stock market, as represented by the Wilshire 5000...
Andrew Nutter
- Nov 7, 2019
- 9 min
Largest Company in the World Going Public
Saudi Aramco is in talks about going public. We talk about Saudi Aramcos' business.
Stephen Hanley
- Oct 31, 2019
- 8 min
Q3 2019 Market Update
Looking over the markets during Q3 of 2019. We go over the major topics, what we think about them, and what we expect to happen int he futur
Andrew Nutter
- Sep 3, 2019
- 5 min
Fishing & Investing
A couple of weeks ago my family and I went on our annual vacation to my families cabin in Canada. It is by far my favorite place to be,...
Stephen Hanley
- Aug 15, 2019
- 5 min
Real Risk 101
‘Real Risk’ to us takes two basic forms: The RISK of permanent loss of capital The RISK of inadequate return relative to your planning...
