by Joe Clark | May 6, 2020 | Investments
The opposite of tranquility is volatility. People are not alarmed when equity markets are volatile to the upside. When the markets turn south, however, investors flee from their serenity. The key to understanding volatility is understanding it is both the upside and...
by Joe Clark | Apr 24, 2020 | Investments, Life Happens
There is little doubt that America finds itself in a recession at the moment. Jobs are lost, and some businesses will never recover. What about the earnings of the companies that do survive? Are the earnings deferred, delayed, or vanished forever? It depends on the...
by Joe Clark | Apr 17, 2020 | Investments
Are you familiar with the term intrafamily loan? The low interest rate environment stemming from the 2008-09 recession created ideal opportunities for intrafamily lending. Our current environment has brought the concept back to the forefront with an additional need –...
by Joe Clark | Mar 20, 2020 | Investments, Life Happens
Every crisis that America has endured, we have come out better than before. The 1987 crash is being discussed widely during these times. Recently, we have had the two worse days in the market since the 23% drop 32 years ago. My career in finance started just two...
by Joe Clark | Mar 13, 2020 | Investments
When new families join our firm, “I can’t live through another 2008!” is a common statement. Naturally, we assure them that we have no intention of being trapped by a systemically broken market ever again. The main observation here for most of them making the...
by Joe Clark | Mar 4, 2020 | Investments
Waking up early and heading to the gym is tough. But once the workout is over, the payoff is often a tremendous energy boost. While people exercise for many reasons, they usually expect to benefit from their “sweat equity” not in the current moment, but in the future....
