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recent publications

Please enjoy our recent articles and thoughts on the markets. If you would like to receive regular updates from us via email, please submit the contact form at the bottom of the page.

paige's ponderings

We publish a monthly newsletter, Paige's Ponderings, that is sent out directly to our clients. Recent editions can be accessed using these links:


Quarterly Commentaries

Every quarter we analyze current market trends and consider broad financial topics. Our aim is to provide approachable content that is relevant to all of our clients.

Q4 2023 Commentary: Surprised Again?!? Main Street vs Wall Street Thumbnail

Q4 2023 Commentary: Surprised Again?!? Main Street vs Wall Street

In one poll taken at this time last year, 85% of economists predicted a recession. What happened? In a word, the pundits were wrong. Throughout 2023, the markets blew through the headwinds and posted unusually high gains nearly across the board. Despite the strong market returns and overall healthy economy, there is a disconnect between Wall Street and Main Street.

Q3 2023 Commentary: An Alternative Universe: FOMO Thumbnail

Q3 2023 Commentary: An Alternative Universe: FOMO

At Pine Haven, we get lots of communications (emails, mail, and phone calls) from companies wanting us to invest in their investment products. Lately we have been getting more correspondence from companies that are pitching alternative investments. What are these “alternative” investments and why is Wall Street (aka the Financial Industrial Complex) always pitching these products? These products often appear to be sophisticated, and they are exclusive – so that you must want to invest in them!

Q2 2023 Commentary: What is ESG? Thumbnail

Q2 2023 Commentary: What is ESG?

Although we may not be in control of the inevitable swings in the market, we can invest in fundamentally sound companies that are also considering the broader impact(s) they are having. In this quarter’s commentary, we discuss the history and current relevance of ESG investing. Although the “E” (environment) has gotten most of the press in recent memory, the other components have a place in the conversation as well.

Q1 2023 Commentary: Fiscal Fundamentals Thumbnail

Q1 2023 Commentary: Fiscal Fundamentals

Though investing can be complex, there are a few basic financial principles and terms that are important to know as investors. When analysis paralysis is affecting decision-making, going back to the fundamental truths can remind investors to stay the course and put their money to work for true long-term gains.

Q4 2022 Commentary: Surprise, Surprise! Thumbnail

Q4 2022 Commentary: Surprise, Surprise!

What a year in the financial markets. Nearly all asset classes were down, and surprisingly bonds did not provide their usual ballast to the downdraft in equity markets. Interest rates increased as the Federal Reserve (the Fed) has raced to tame inflation by raising rates. Wall Street makes plenty of predictions - were they right?