What a difference a week makes. The S&P 500 opened April at 5,597 and proceeded to drop about 10% over the next five trading days (1).
First, some perspective. In April 2024, the S&P traded at about the same level as on April 10, 2025 (1). If I told you a year ago that your portfolio would not make...
I’m excited to share that Saoirse is going to be a big sister!
And in true ‘me’ fashion, what do I want to do when I’m 6 months pregnant, and my toddler is about to turn 3 years old? Plan a weeklong “birthday and baby 2-for-1 celebration” trip!
The greatest life hack out there (and I’m only slightly...
It seems like just last week we were watching our son Pete on the baseball diamond as my inner monologue told him he was playing too close to second base (he plays shortstop) or that he was not keeping his eye on the ball as he swung. But that could be because it WAS last weekend that we saw him...
Tariffs are all over the news, both politically and financially. What do they mean for your money? Let’s break it down.
First, we must note that the amount, timing, and duration of tariffs are big unknowns. In a negotiation, not everything that is threatened comes to fruition. We’ve already seen...
Is it just me, or has this winter been a particularly tough slog? I don’t mind a little cold, although I’ve always thought we get too much. If we could skip February and head right to March, or skip March and head right to April, that would be great. And I do enjoy a little snow. But not when...
In continuing Saoirse's and my adventure saga, the two of us spent the first weekend of the new year in New York City. It was a quick trip, and we had two main goals: go see the Rockefeller tree (because it was from Massachusetts this year) and go to the MoMA to finally see Starry Night by Van Gogh...
When it comes to personal organization, I’m pretty good at procrastination. However, with the turning of the calendar I appreciate that it is probably a good time to get organized. Whether it be the closet where you keep tossing miscellaneous items, or the kitchen junk drawer. Quick aside, I...
We recently spent a few days in New Hampshire. It’s very beautiful this time of year and was a good chance to spend more time in nature instead of behind a computer screen. We had a great time, but we did get a little more nature than we bargained for – a bear!
It all started when we walked from...
Now that the hot takes and dust have settled from the election, it’s time to evaluate the expected investment implications. Here are the key themes we’re watching.
Coming In Hot
The US economy, as measured by GDP, has been growing well. It’s widely anticipated that the Republican sweep will usher in...
I dutifully read through every baby list on the internet to make sure I was prepared to take an infant home from the hospital. Her crib was lovingly picked out, dogs had been trained, and I thought that I was prepared. You know what I didn’t prepare for? The PILES of paperwork that accompany a new...
We’re getting a lot of questions these days from clients about what the election means for their portfolios and the markets. It generally seems to come from a place of fear – if my preferred candidates lose, I fear the economy won’t do well. But the short answer is that while elections are very...
Family traditions are wonderful and fun, but it is not always possible to maintain the rituals. For us the challenges include coordinating schedules with Pete in college, Molly living in New York city, professional schedules, etc.
Pete and I started a tradition about 15 years ago of going away for a...
