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Then and Now: The Crash of 1987

It wasn’t quite the Kennedy assassination, “9/11”, or the O.J. verdict, events where time seemed to stand still for a few moments.  But don’t tell that to the Wall Street traders and advisers who lived through “Black Monday,” the bloodiest day in stock market history, October 19, 1987.  On that day, the Dow Jones Industrial

September 2017 Recap

Hurricanes Harvey, Irma, and Maria wreaked havoc within a few weeks of each other.  Houston was hit with historic rainfall from Harvey, and much of Florida was ravaged by wind damage from Irma.  But Puerto Rico suffered the most out of the Caribbean islands with Maria making landfall in September.  The U.S. territory was already

June 2017 Recap

It’s said that timing is everything. And that’s true. But really, it’s bigger than that. Time – itself – is everything, and truly the world’s best companies are finding ways to give you more of it. We got pretty lucky last month in our feature of Amazon (timing is everything!).  Possibly the most buzzworthy news

April 2017 Recap

According to traditional etymology, the month of April derives its name from the Latin verb aperire which means “to open”. This makes sense as April is known as the month when trees and flowers begin to bloom in earnest. The blooming that dominated this April involved geopolitics as much as horticulture, however. Tensions were high

March 2017 Recap

What a difference a year makes.  Do you recall how 2016 started? The United States’ Federal Reserve announced the first interest rate hike in years in December of 2015, and the S&P 500 would then plummet almost 11% over the following 8 weeks.  At the same time, Japan and a number of European countries initiated

January Recap

INTERESTING TIMES … As Chinese New Year celebrations wind down, it’s fitting to recall an expression that has been attributed to the Chinese for generations. The expression “May you live in interesting times” has an origin that is, ironically, interesting itself. Regardless of its origin, upon closer examination, the expression seems not to be a

June 2016 Year-to-Date and Monthly Recap

Knocked Down but Not Out Markets have been treated like a punching bag over the first half of the year, taking blow after blow from a host of issues. The utter collapse in commodity prices wreaked havoc across world markets that struggled to adjust to the rapid change. The surging U.S. dollar hurt large U.S.