Q3 Newsletter
August 22, 2023

Dear Cautious Optimist, Somehow we are closing in on Labor Day. Historically, summer is our quiet season, yet it has been

Is the S&P 500 MY Benchmark?
August 4, 2023

If you’re an investor, odds are someone has taught you the benefits of diversification somewhere along the way.  I learned

Mood Rings
July 21, 2023

Can a mood ring tell you when it’s a good time to invest? It’s tough to avoid getting moody about

Is the 60/40 Dead or Thriving?
July 5, 2023

The 60/40 is Thriving Amidst Change, Poised for a Bright Future! You may have heard some chatter about the “death

Q2 Newsletter
June 26, 2023

Dear Cautious Optimist, Summer has officially arrived and we are fast approaching the end of Q2 already! There’s been no lack

Decoding the Debt Ceiling Crisis: An Update
May 22, 2023

We’ve discussed the debt ceiling crisis in past articles, and now it’s back in the headlines. What does this mean,

Q1 Newsletter
February 15, 2023

Dear Cautious Optimist, Can you believe that we are already 45 days into 2023! Spring is on the horizon and we’ve

ESG Deep Dive
December 15, 2022

ESG Investing is shorthand for Environmental, Social and Governance Investing. As stated by Investopedia, “ESG investors seek to ensure the

Q4 Newsletter
December 5, 2022

Dear Cautious Optimist, As December begins and the year draws to a close, 2022 has continued to present challenges. We

The Name is Bond, I-bond
September 20, 2022

Over the last few months, personal finance news has been encouraging readers to purchase I-bonds. Much like a certain British