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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 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?

Q3 2022 Commentary: The Art of Economic Medicine Thumbnail

Q3 2022 Commentary: The Art of Economic Medicine

The Federal Reserve (the Fed) is attempting to combat (cure) high inflation (the disease) by increasing interest rates. By raising interest rates, they hope to ‘cool’ off the economy as higher interest rates will cause business loans, mortgage rates, and car loans to cost more and slow demand. As it is with medicine, there is always the question of getting the dosage right.

Q2 2022 Commentary: Pay Equality: Minimum and Maximum Wages Thumbnail

Q2 2022 Commentary: Pay Equality: Minimum and Maximum Wages

The ratio of current CEO pay to worker pay has increased in the past 50 years. Currently, in the United States, the ratio for CEO pay to employee pay is 350:1, up from 21:1 in 1965. The US leads the world in this category. Companies claim that they need to keep granting ever increasingly higher compensation amounts to remain competitive. It has become an increasing upward cycle. An executive pay arms race. Yet how much is enough?

Q1 2022 Commentary: "I Do It Myselffff..." Thumbnail

Q1 2022 Commentary: "I Do It Myselffff..."

The pandemic has forced many of us to reevaluate priorities – in other words, how we spend our time and money. How are you spending your time? Has it changed at all? What are your pain points? How could you make things easier for yourself and/or your family? Can you outsource something that you don’t like to do so that you have more time to be with friends, family, or travel? After all, the goal is to have prosperous, happy, and fulfilling lives.

Q4 2021 Commentary: Predictably Unpredictable Thumbnail

Q4 2021 Commentary: Predictably Unpredictable

There is no question that market downturns are unsettling, however the timing of them is impossible to predict. It is a question of when and not if a market correction or downdraft will occur. The data underscore our conviction that the challenge to successful long-term investing has to include temperament and discipline. We can't predict but we can plan.

Q3 2021 Commentary: Should I Stay or Should I Go Now Thumbnail

Q3 2021 Commentary: Should I Stay or Should I Go Now

What should you do with your home as you age? Over 75% of American’s wish to stay in their home as they age. How do you plan to stay connected? What will happen to your social circle once you can no longer drive? Technology can bridge some of the gaps, but it's still worthwhile to consider what life will look like as the years tick by.