Quarter in Charts – Q1 2020

From an economic and investment perspective, saying that the first quarter (particularly March), was without precedent is an understatement. Investors experienced the fastest bear market (from Peak to -20%) ever recorded in US stocks.  But it wasn’t just down days that we experienced; we had plenty of dramatic positive days as well. As Nick Maggiulli

Quarter In Charts – Q4 2019

It’s interesting to think about what an impact Julius Caesar had on the calendar and from that, our lives. I remember when I started at Smith Partners Wealth Management (then Jonathan Smith & Co.) in 2005. The great Legg Mason Value Trust mutual fund manager Bill Miller was in the middle of his 15th consecutive

The Quarter in Charts – Q2 2019

On the heels of a rough end to 2018, we’ve seen the largest increase in the S&P 500 to start the year since 1997. The chart below from Charlie Bilello details the other top 10 first 127 trading days of the year since 1928. And before your eyes drift to the red, remember that you’re

What’s A Little Money Between Family?

We often ask clients about their best and worst money choices. It is probably not surprising to learn that “lending money to family” can show up in either column. Below, we’ll touch on the essential aspects of loaning money to family so that if you decide to go down that route (either as borrower or