by Jeff Krumpelman, CFA | Dec 4, 2024 | Insights
It is possible to have too much of a good thing.” – Greek storyteller Aesop “Too much of a good thing can be wonderful.” – Actress and comedian Mae West A potential Santa Claus rally and post-election bounce that typically appears in the final two months of the...
by Jeff Krumpelman, CFA | Nov 6, 2024 | Insights
“I used to think that if there was reincarnation, I wanted to come back as the president or the pope or a .400 baseball hitter. But now I would like to come back as the bond market. It can intimidate everybody.” —Well-known political strategist James Carville In...
by Lena Tito | Oct 11, 2024 | Insights
Nothing can prepare us for the loss of the one we love most. If you have lost your spouse, please know that we are prepared to help you navigate the difficult days ahead and a path forward. Download...
by Lena Tito | Oct 10, 2024 | Insights
Everyone has an estate, not just the wealthy or elderly. From furniture to investments, anything an individual owns is included in the estate upon their passing. Estate planning is the process of organizing one’s personal and financial affairs and the management of...
by Jeff Krumpelman, CFA | Oct 2, 2024 | Insights
Statler (S): That was the worst thing I ever heard! Waldorf (W): It was terrible! S: Horrendous! W: Well, it wasn’t that bad. S: Oh, yeah? W: Yeah, it was GOOD, actually. S: Yeah, bravo! S & W: More!! — Excerpt from well-known Statler and Waldorf “Muppets”...
by Jeff Krumpelman, CFA | Sep 4, 2024 | Insights
“It doesn’t matter how smart you are unless you stop and think.” —Well-known economist Thomas Sowell Nothing like a little head-spinning drama, eh? That’s what we saw in August as virtually one or two slightly disappointing economic numbers sparked a more than 10%...
