Dear Clients and Friends, Eight months into the year, the performances of both the U.S. stock and bond markets almost exactly match their average annual performance of the last 100 years. The S&P 500 Index is up a little more than 10%, while bonds are up about 5%. The recovery in stocks from the April […]
Dear Clients and Friends, Both stock and bond markets are on pace for an excellent year with the S&P 500 up almost 20% and the U.S. bond market returning over 5% so far. The continued rally in stocks has driven valuation extremes even further while traditional recession indicators appear to have ceased working. This […]
My Experience with an Executive Physical After my wife, Marion, died in March of last year I wrote two letters updating friends and clients on how my kids and I were doing and how I was thinking about my future (both are available on my firm’s website https://bravefamilyadvisors.com/and on my LinkedIn profile page). One […]
Dear Clients and Friends, Happy 2024! Last year was an excellent year for stocks as the major averages regained most of what they lost in 2022. We are not expecting 2024 to see similar returns as the economy slows and the U.S. market is once again pricey. However, a continued decline in inflation […]
Dear clients and friends, First of all, I want to thank all of you for the incredible outpouring of support for me and my kids these last few weeks. As you know, we changed the name of the company three years ago to reflect our focus on helping our clients’ families. I had no idea […]