Dear Unrealized Gains, Let me start by saying – as an investment you have been great.  It has been a great run and I hope to remember all the good…

There’s a peculiar new ritual unfolding in today’s markets. A headline flashes across social feeds — “Stocks fall 2% in a single session!” — and suddenly, investors are rushing in…

This week I want to focus on a topic that has come up often in recent conversations: investing the “safe” portion of a portfolio when there are no more “safe”…

There’s a new sport on Wall Street, and it's not for the faint of heart.  It’s fast, it's flashy, and it might just be foreshadowing an upcoming “pop”.  Did someone…

Perspective is a tricky concept. On the one hand, diving headlong into a subject and understanding it at the granular level can produce insights beyond what you might have even…

The Market’s (er, Media’s) Obsession with 25 Basis Point MovesEvery time the Federal Reserve is about to tweak its policy rate by a quarter of a percent, the investment world…

“Humans are disturbed not by things, but by the views they take of them.”– Epictetus (ish)Disclaimer: this article may have been conceived after a particularly great avgolemono I had recently.…

Does year-end giving really need to happen at the end of the year?  That is not a philosophical question (well, not entirely).  Why wait until that hectic time between Thanksgiving…

In the ever-evolving world of investing (okay, you could insert almost any vocation in here, but for now, let's focus just on investing), one of the most valuable qualities an…

For most of their existence, U.S. Treasuries have played the role of the steady parent in the investment family—reliable, predictable, and always there when the stock market threw a tantrum.…

If you've ever tuned into financial news and heard breathless declarations that the market just hit an "all-time high," you might think it's time to cash out, move into the…

I am going to tee this Weekly Whiteboard up with one of my all-time favorite quotes: “It is never too late to be what you might have been.”  I mean……

There comes a moment—somewhere between ordering the graduation gown and picking out dorm “essentials”—when it hits you: your kid is actually going to college. And whether you’re weeping into your…

Thinking about correlation, volatility and growth for each building block At East Franklin Capital, we know that the odds are stacked against us (or any investor for that matter) to find…

Fear is a powerful force. At its core, it’s a survival mechanism—our mind’s way of protecting us from perceived danger. But in the modern world, especially in investing, fear often…

I am going to open with a disclaimer. The topic of National Debt and Deficit is far too complex – and, frankly, enigmatic – for a short post like this one. But,…

This is a more “narrow” Weekly Whiteboard than usual, but the application is broad enough, that I am sending it out to you all. As we move deeper into the…

When it comes to managing wealth, investment performance often takes center stage. But in reality, investment management is just one outcome of something much more comprehensive—financial planning. For us, investing…

As an investment advisor, I’m often asked about risk, returns, market cycles, and asset allocation. But quietly humming beneath all these questions is a deeper, more timeless tension—one that has…

I’ll dive right in by saying – this is not going to be a “stay the course” email. With that said, I generally think reactionary investing is prone to poor…