Dear Mr. Market

1. Happy (Financial) Independence Day!

   Dear Mr. Market: Apologies in advance for our clickbait headline. We usually aim to talk financial shop in our letters to you…but today is not about the stock market. Today, July 4th, is about independence, freedom, and the greatest nation … Continue reading →

2. May Gray turns into June Gloom

     Dear Mr. Market: We have discussed many times how emotionally driven you are. On some days you tempt us with your record setting high wire acts and on others we have our lips virtually wrapped around the barrel of … Continue reading →

3. What is “long-term investing” anyway?

   Dear Mr. Market: Why is the number 15 important for us to share with you today? In our opinion it’s because everyone seems to have a different idea of what “long-term” investing means. The notion that investors should think long-term … Continue reading →

4. March Madness: Final Four Investing Bracket 2018

   Dear Mr. Market: What’s more exciting to watch: Duke versus North Carolina or Apple versus Amazon? If you’re reading this you know by now that it’s not a trick question but rather our annual opportunity to have some fun spinning … Continue reading →

5. Stock Market : Points, Percentages, and Perceptions

     Dear Mr. Market: What do you think about the “largest point decline in history” ?!? Last Monday certainly wasn’t fun for anyone watching their portfolio but if you put things into perspective what you end up with was the … Continue reading →

6. No More Groundhog Day for the Stock Market

   Dear Mr. Market: Have you seen the movie “Groundhog Day”? If you haven’t it’s comedy-fantasy from 1993 starring Bill Murray. In this movie he portrayed a Pittsburgh weatherman who was on assignment to cover the annual Groundhog Day event in … Continue reading →

7. What matters beyond wealth…

   Dear Mr. Market: Almost every letter we write to you has to do with educating people about building or protecting wealth. At the end of the day, however, what does it all mean? Real wealth is more than a number, … Continue reading →

8. Last minute Christmas shopping: The Gift of Investing!

   Dear Mr. Market: The stock market is closed until the day after Christmas so you can relax on that front but have you procrastinated on your final holiday shopping duties? Over a third of Americans are still out there today … Continue reading →

9. Happy Halloween: What Costume Is Your Financial Advisor Wearing?

   Dear Mr. Market: Tonight is Game 6 of the World Series but it’s also Halloween. What are your plans? Will you be glued to the television or handing out candy to little ghosts and goblins? Since Mr. Market is a … Continue reading →

10. Black Monday! 30 Year Anniversary of the 1987 Stock Market Crash

    What would you do if the stock market crashed -2% in one day like it did on Black Monday 30 years ago? Continue reading →