Insights

Notes on markets, money, and staying the course.

Plain-language thinking on investing and the economy — written for clients, not for Wall Street. No jargon, no hot takes.

LatestInvesting

12,000 Americans Turn 35 Every Day

So don't even think about betting against the US consumer!

Oct 15, 2024 · 3 min readRead the post →
Plain Money

Inheriting Money: The First 90 Days

Almost every deadline is fake. What actually needs doing — and what doesn't.

Jul 8, 2026Read
Plain Money

What a 0.75% Fee Buys You

The math in real dollars, what it covers, and what it will never buy you.

Jul 8, 2026Read
Market Notes

The Bull Market in Stocks Turns 2 Years Old

Is it time to temper expectations after such a big rally?

Oct 12, 2024Read
Investing

Staying Resilient During Market Turmoil

The most important thing you can do during a stock market decline.

Aug 5, 2024Read
Investing

This Is What A Bull Market Looks Like

Record employment. Record corporate profits. Record stock prices.

May 19, 2024Read
Investing

Buying Stocks At All Time Highs

There are two structural forces that are driving this strong economy: Demographics and Innovation

Feb 19, 2024Read
Investing

Don't Be Afraid Of Record Highs

We usually ask the question "What could go wrong?" a lot more than we ask "What could go right?"

Dec 17, 2023Read
Market Notes

Q3 Market Review: Like Clockwork

The US economy has been held up by a resilient consumer that is fully employed.

Nov 29, 2023Read
Market Notes

Par For The Course!

Don't be surprised by the recent stock market decline.

Sep 28, 2023Read
Market Notes

A New Bull Market Has Begun

The longest bear market since 1948 has officially ended.

Jun 9, 2023Read
Market Notes

The Bear Market In Stocks Is Probably Over

These five stock market charts show why the 2022 decline has ended.

Jan 29, 2023Read
Market Notes

2 Rules In Confronting The 2022 Stock Market Bear

Confronting the bear head on has always been the best move.

Sep 22, 2022Read
Investing

Why Timing The Stock Market Is So Difficult

Think stocks go down on bad news? Think again!

Feb 25, 2022Read
Investing

5 Steps To Weather Stock Market Volatility

When it’s the right time to buy stocks, you probably won’t want to.

Jan 28, 2022Read
Investing

How To View Stock Market Volatility As An Opportunity

Knowing the "why" behind your investments can go a long way in keeping you invested.

Dec 7, 2021Read
Market Notes

The Stock Market Has A Selective Memory

While the stock market tends to remember the positives, investors seem to only remember the negatives.

Oct 29, 2021Read
Market Notes

How Much Higher Can The Stock Market Go From Here?

The bigger risk is not owning stocks in the short-term, but rather not owning enough stocks for the long-term.

Aug 18, 2021Read
Investing

Getting Rich Slowly

The easiest way to lose money is by trying to get rich quick.

Jun 4, 2021Read
Investing

What You Can Learn From The Oldest Living Person

Selected commentary from Ithaca Wealth's Q1 of 2021 letter.

Apr 30, 2021Read
Market Notes

Rising Interest Rates And The Stock Market

Rising interest rates don't always mean a falling stock market, but they usually do mean a strengthening economy.

Mar 3, 2021Read
Investing

The Biggest Risk A New Investor Can Make

The YOLO trade mentality of rookie investors can be damaging in the long run.

Feb 23, 2021Read
Investing

Don't Gamble, Invest: Historical Stock Market Odds Favor You

Investing in the stock market and gambling at the casino are two different things.

Feb 17, 2021Read
Market Notes

Is The Stock Market In A Bubble?

There are signs of froth with the SPAC IPO boom.

Feb 16, 2021Read
Investing

Searching For Compounders In The Stock Market

Selected commentary from Ithaca Wealth's Q4 2020 Review and 2021 Outlook letter.

Jan 31, 2021Read
Investing

The Anatomy of a Short Squeeze: GameStop

Herd mentality has taken over Wall Street, driven by a group of retail traders congregating on Reddit.

Jan 28, 2021Read
Economy

A Drive Across America

A front row seat to the US economy during the pandemic.

Dec 23, 2020Read
Economy

The Return of the Roaring Twenties

There are a lot of similarities between the 1920s and 2020s.

Nov 23, 2020Read
Economy

The Most Bullish Chart in America

The American people have a special kind of resilience ingrained in their DNA.

Nov 3, 2020Read
Market Notes

The President's Health And The Stock Market

The President's health has historically had little impact on the stock market.

Oct 4, 2020Read
Investing

Should I Sell My Stocks Right Now?

When is the best time to sell stocks?

Sep 8, 2020Read
Investing

Becoming Warren Buffett

Warren Buffett's biggest investing super power? Time.

Aug 14, 2020Read
Investing

Stop Looking At Your Investments

The psychological super power of not looking at your investments.

Jul 30, 2020Read
Economy

The Future Was Thrown At Us

The COVID-19 pandemic accelerated technological trends in a big way.

Jun 30, 2020Read
Market Notes

History Doesn't Repeat, But It Often Rhymes

From a pandemic to mass protests, 2020 sounded a lot like 1968.

Jun 3, 2020Read
Market Notes

The Great Disconnect?

Stocks are moving higher in the face of a global pandemic and a practically shut down economy. What gives?

May 11, 2020Read