Our Blog

Making Sense of the First Half of 2020 and Your Investments

Posted on: July 22, 2020| Posted by: Jon Powell | Current Events, Investment Decisions

Did you know that you need to count to 1,000 before finding the letter “a” in a number, spelled-out?

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Why Aren't Stocks Down More?

Posted on: May 8, 2020| Posted by: Jon Powell | Current Events, Investment Decisions

One question that seems to be popping a lot is “Why aren’t stocks down more?” After all, we’re in the midst of what I hope will be the worst economic[…]

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Thoughts on COVID-19 - How It's Affecting Our Clients and Our Firm

Posted on: April 28, 2020| Posted by: Jon Powell | Current Events, Investment Decisions

This is a rough time. There’s really no way to sugar coat it. People around the world are falling ill. Many transactional businesses are severely[…]

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We're In a Bear Market Due to COVID-19, Now What?

Posted on: March 17, 2020| Posted by: Jon Powell | Current Events, Investment Decisions

It’s honestly pretty weird to have a market crash that has such a simple explanation. An uncontained viral outbreak is endangering public health and[…]

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Coronavirus in Perspective

Posted on: March 6, 2020| Posted by: Jon Powell | Behavioral Finance, Current Events

I wanted to follow up on our post from last week that aimed to put the market impact of Coronavirus in perspective. In that post, I talked about how[…]

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The Coronavirus & Your Investments

Posted on: February 26, 2020| Posted by: Jon Powell | Current Events, Investment Decisions

You may have already heard, but Coronavirus is sweeping the globe. As of Monday, according to the World Health Organization, there have been just under[…]

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A Look Back on 2019

Posted on: January 23, 2020| Posted by: Jon Powell | Tax Efficiency, Current Events

It’s been an incredible decade in the US stock market that was capped off by a 2019 which saw returns on the S&P 500 exceed 30%. While US large[…]

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Your New Decade To Do List

Posted on: January 7, 2020| Posted by: Jon Powell | Charitable Giving, Financial Planning

A New Year (a new decade) is an opportunity to get things in order and make improvements. Every article published this week and last is a list of[…]

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How to Protect What's Yours - While You're Alive

Posted on: November 25, 2019| Posted by: Jon Powell | Financial Planning

In our world, a great deal of time is spent having discussions over the proper ways to perform estate planning tasks. This can be as simple as[…]

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What Are The Ways A Financial Advisor Gets Paid?

Posted on: November 6, 2019| Posted by: Jon Powell | Fiduciary Financial Advice

Fee transparency has been a hot-button issue in the financial advising community over the past few years. High profile stories of unsavory compensation[…]

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