Schedule a Phone Call

Insights

Monthly Blog Posts

Is inflation transitory or here for a sustained period?

August 2, 2021

Is inflation transitory or here for a sustained period?

  The answer is likely that some of the inflation we are experiencing will stay for a sustained period, but […]

Read Article
The Fed and Bubbles

July 19, 2021

The Fed and Bubbles

For the past decade plus, central banks have had a strategy — essentially lowering the return of safe assets to […]

Read Article
Using Behavioral Finance for a Better Portfolio

June 4, 2021

Using Behavioral Finance for a Better Portfolio

  We were recently hired by a client with multiple stakeholders involved the investment decision-making process. Their existing strategy used […]

Read Article
Beware of Anchoring to Low Interest Rates

May 25, 2021

Beware of Anchoring to Low Interest Rates

When required to make an estimation, people generally begin by envisioning some initial, default number–an “anchor”– they adjust up or […]

Read Article
How Do I Choose the Right Financial Advisor?

April 26, 2021

How Do I Choose the Right Financial Advisor?

  How Do I Choose the Right Financial Advisor? Choosing a financial advisor is an important step that will likely […]

Read Article
Investing in Infrastructure

April 16, 2021

Investing in Infrastructure

President Joe Biden has announced a massive $2 trillion infrastructure bill known as the American Jobs Plan.  This investment in US infrastructure […]

Read Article
Shall We Dance?

March 17, 2021

Shall We Dance?

    In 1960, the number one hit on the singles chart was recorded by a great singer named Chubby Checker […]

Read Article
Is U.S. Inflation on the Rise?

March 11, 2021

Is U.S. Inflation on the Rise?

    Inflation has been almost non-existent for over a decade. It looks like that is all poised to change. […]

Read Article
A Be “Different” Way to Invest in Bitcoin

March 4, 2021

A Be “Different” Way to Invest in Bitcoin

  If anyone has tried to purchase bitcoin, you have learned that it is not THAT easy. It’s possible, yes, […]

Read Article
Dogecoin Drama

February 19, 2021

Dogecoin Drama

  This quarter I plan to write about cryptocurrencies, and Bitcoin in particular.  Investors have a hard time understanding why […]

Read Article
To the Moon & Back: A behavioral finance perspective on the GameStop Mania

February 11, 2021

To the Moon & Back: A behavioral finance perspective on the GameStop Mania

Over the past few weeks, members of an online investing group called WallStreetBets, part of a website called Reddit, banded […]

Read Article
2021 Stock Market Outlook – Don’t Fight the Fed

December 30, 2020

2021 Stock Market Outlook – Don’t Fight the Fed

When I started in the industry in the late 1980s, I was under the tutelage of some “old school” Wall […]

Read Article

Doug Nelson Joins Sunpointe as Head of New Portsmouth Office.

X