Basis Points
Basis points (bps) – or “bips” – is financial jargon advisors love to toss around. It’s often used to define the fees investors pay advisors. It’s only appropriate, then, that a blog meant to communicate the basis for our financial planning and investment philosophy also serve as a way to give Basis Points back to investors.
2022 Market Outlook
If there’s one thing with more variants than Covid recently, it’s opinions surrounding the financial market outlook for 2022. From predictions of recession to another year of euphoric returns, internet click bait provides an endless supply of opinions to match any proclivity – all packaged as sound financial analysis.
Ham Sniffing and Investing
Imagine my delight recently, as I clicked into a Wall Street Journal article and found myself swept into the fascinating world of professional ham sniffing. As I read the article further, it occurred to me that a similarity exists between ham sniffing and the prevalent view that financial advisors are “stock pickers.”
Auditing The North Pole
An email last week reminded me of the requirement to submit a year end-end balance sheet to the state of PA. In light of this looming deadline, and the Christmas season being in full swing, I thought a bit of levity was in order by taking a look at the finances behind Santa Claus’ Christmas-time operation. I hope you’ll indulge me as I take a moment and “audit” the North Pole.
Thoughts On Volatility
If you’ve been paying any attention to recent market activity, you may very well be suffering from a bit of whiplash. What should our response be to market volatility?
What’s In A Brand?
The story behind the Evenkiehl name and brand.