When Whales Fight

When Whales Fight As we consider the tensions driving recent market movements, a Korean folk saying seems apt: “When whales fight, the shrimp’s back is broken.” The idea is that bystanders get hurt when big folks duke it out. What are the tensions? Who are the bystanders? Let’s discuss. An invasion of Ukraine may occur…

Read More

Is Cash an Asset?

Is Cash an Asset? Let’s talk about cash. Do you consider it an asset? Click here to watch this short, 3-minute video on my thoughts. Not sure if you have the right balance? Click here to schedule a complimentary, no-obligation conversation to review your plan.   _____________________________________________________________________________ “Planning is bringing the future into the present…

Read More

Wild Ride?

Wild Ride? Markets cratered this week, heading into correction territory, and then bounced right back.1 And then continued bucking and kicking the next day. Weird, right? Not really. These things happen pretty regularly when investors get jittery. Let’s talk about what’s going on. (Scroll to the end if you just want my soothing takeaways.) What…

Read More