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We are open until 2 p.m. on Christmas Eve, Tuesday, Dec. 24. All of our locations will be closed on Wednesday, Dec. 25.

Registration for free estate planning seminars is now open.

chart shows that $100 invested 30 years ago is still worth only $100 today

Chart of the Day

China's Lost 30 Years

Today's chart from Refinitive shows that over the last 30 years, China has delivered a cumulative return of zero dollars, meaning $100 invested 30..

computer with crypto symbols

Chart of the Day

Crypto / FTX Bankruptcy

Today we’re taking a quick side note away from the Chart of the Day to make a couple of comments on cryptocurrencies and FTX’s bankruptcy. FTX is a..

US dollar went from $1.00 to only worth $0.04 and that the value of gold only went up to $4.06

Chart of the Day

Stocks for The Long Run

This chart shows the value of $1 going all the way back to 1802 and was previously shared as a Chart of the Day. However, I'd like to share it once..

Long-term Treasury Bonds noted in orange from 2014 - 2022

Chart of the Day

The Trouble with Treasuries

It’s been a challenging few years for Long-Term Treasury Bonds, which are defined as bonds that have maturities of 20+ years and are noted in orange..

Chart shows the growth of total index assets and cumulative savings from 1996 - 2021 index funds

Chart of the Day

Why Pay More and Earn Less?

Today’s Chart of the Day comes from S&P Dow Jones Indices and shows the cumulative savings from using index funds vs. actively managed funds, as well..

The rate of 6.81%, previously reached in 2006, and the low of 2.90%, reached two years ago in December 2020, are displayed.

Chart of the Day

Elevated Premiums in Mortgages

The history of the Mortgage Banker’s 30-Year Home Rate, in blue, going all the way back to when they started the index in 1990 is displayed in..

United States equivalent investment grade bond index in the US is down 20%, the iBoxx GPB (which stands for the Great Britain Pound) bond index is down 28%

Chart of the Day

Bondmaggeddon

The Chart of the Day is from S&P Global. As eternal optimists, which has worked for our clients over the last 20+ years, we like to say, “It could..

Chart shows so far this year, this is the first time ever the total amount of investments in stocks and bonds shrank.

Chart of the Day

The Ebb and Flow

The following Chart of the Day from State Street Global Advisors shows the flow of funds in investments going all the way back to 2001.

chart shows a 10.4% return with a unified government and 10.8% with a split congress.

Chart of the Day

Washington Makeup

Today's Chart of the Day is a second chart from the Capital Group article called “Can midterm elections move markets?”

Chart shows the number of seats in congress gained or lost by the president's party in mid-term election from 1934 to 2018

Chart of the Day

Midterm Swings

Today’s Chart of the Day comes from a Capital Group article called “Can midterm elections move markets?”

Chart shows nuclear stockpiles from 1945 to 1980 from ten countries

Chart of the Day

Less, but Still a Fat Tail Risk

Today’s Chart of the Day from Bloomberg shows that though there are less nuclear stockpiles than the 1980’s, there are still too many. There is an..

S&P 500 return 12 months after peak inflation, 1927 - 2022

Chart of the Day

Stocks After Inflation Peaks

Today's Chart of the Day is in a BlackRock article. This is the organization who issues the iShares Exchange Traded Funds (ETFs) in our portfolios.

chart shows the S&P 500 index with recessions marked in red going all the way back to 1928

Chart of the Day

Faith in the Long Run

Today’s Chart of the Day shows the S&P 500 index with recessions marked in red going all the way back to 1928.

Orange for gold at $91, blue for the S&P 500 at $82, and purple for Bitcoin at $41

Chart of the Day

The Crypto Hedge?

So far this year, we have experienced the longest “downturn” in terms of time since our last record high during The Great Recession.

Value of Beyond Meat, Inc. is represented by a brown line and S&P 500 represented by blue line

Chart of the Day

Beyond Profits

Today’s Chart of the Day shows the price of $100 invested in Beyond Meat, Inc. when the company went public in early 2019.

On Our Minds

List Grid

Chart of the Day

11/16/22

China's Lost 30 Years

Today's chart from Refinitive shows that over the last 30 years, China has delivered a cumulative return of zero dollars, meaning $100 invested 30 years ago is still worth only $100 today.

Chart of the Day

11/15/22

Crypto / FTX Bankruptcy

Today we’re taking a quick side note away from the Chart of the Day to make a couple of comments on cryptocurrencies and FTX’s bankruptcy. FTX is a popular online cryptocurrency exchange, and its bankruptcy may turn out to be the biggest in history.

Chart of the Day

11/14/22

Stocks for The Long Run

This chart shows the value of $1 going all the way back to 1802 and was previously shared as a Chart of the Day. However, I'd like to share it once again as the figures were updated to include data from 2021. The chart was created by Jeremy Seigel in his book called “Stocks for the Long Run” published in 2014.

Chart of the Day

11/9/22

The Trouble with Treasuries

It’s been a challenging few years for Long-Term Treasury Bonds, which are defined as bonds that have maturities of 20+ years and are noted in orange on today's Chart of the Day. Since 2020, they have lost 42% of their value, erasing all the accumulated value for the last six years.

Chart of the Day

11/4/22

Why Pay More and Earn Less?

Today’s Chart of the Day comes from S&P Dow Jones Indices and shows the cumulative savings from using index funds vs. actively managed funds, as well as the growth of indexed funds since 1996.

Index funds have reached a staggering $7 trillion in total assets. Since active funds costs more vs. indexed funds, investors have saved an equally impressive $400 billon in fees, which is more than the entire market value of Wal-Mart.

The reason for growth in index funds? Since S&P started keeping score 20 years ago, only a paltry 6% of active funds have outperformed them.

As you can see in the chart, more and more are starting to say, “Why pay more and earn less?” and moving their investments accordingly.

Chart of the Day

11/2/22

Elevated Premiums in Mortgages

The history of the Mortgage Banker’s 30-Year Home Rate, in blue, going all the way back to when they started the index in 1990 is displayed in today's Chart of the Day.

Chart of the Day

10/31/22

Bondmaggeddon

The Chart of the Day is from S&P Global. As eternal optimists, which has worked for our clients over the last 20+ years, we like to say, “It could always be worse.” Though the United States equivalent investment grade bond index in the US is down 20%, the iBoxx GPB (which stands for the Great Britain Pound) bond index is down 28%, which is the worst in 25 years.

They are calling it “the Bondmaggeddon.”

Though we may have some of these US equivalent bond ETFs in the portfolio we manage, they are more than offset by many shorter-term bonds, which in most cases have resulted in a total loss of only 6%. Still not great, but it could have been worse.

Chart of the Day

10/27/22

The Ebb and Flow

The following Chart of the Day from State Street Global Advisors shows the flow of funds in investments going all the way back to 2001.

Chart of the Day

10/25/22

Washington Makeup

Today's Chart of the Day is a second chart from the Capital Group article called “Can midterm elections move markets?”

Chart of the Day

10/21/22

Midterm Swings

Today’s Chart of the Day comes from a Capital Group article called “Can midterm elections move markets?”

Chart of the Day

10/19/22

Less, but Still a Fat Tail Risk

Today’s Chart of the Day from Bloomberg shows that though there are less nuclear stockpiles than the 1980’s, there are still too many. There is an increased focus on this topic due to Putin’s threats and a hope that someone would come to their senses before anything gets out of hand.

Chart of the Day

10/18/22

Stocks After Inflation Peaks

Today's Chart of the Day is in a BlackRock article. This is the organization who issues the iShares Exchange Traded Funds (ETFs) in our portfolios.

Chart of the Day

10/14/22

Faith in the Long Run

Today’s Chart of the Day shows the S&P 500 index with recessions marked in red going all the way back to 1928.

Chart of the Day

10/13/22

The Crypto Hedge?

So far this year, we have experienced the longest “downturn” in terms of time since our last record high during The Great Recession.

Chart of the Day

10/11/22

Beyond Profits

Today’s Chart of the Day shows the price of $100 invested in Beyond Meat, Inc. when the company went public in early 2019.