Welcome to RG Insights

Here in Insights, I'll provide you with a running commentary of my market-related insights and thoughts on current events. You'll get to see how I view the worlds of wealth management, finance, economics, politics and even pop culture, and I’ll point you toward other interesting content around the internet. I’ll challenge your perceptions, call it like I see it and occasionally make you laugh.

Jun 4, 20202 min read

For the Record

I didn't expect the best fifty-day stock market of all time to be the end result of the worst pandemic in more than a century.

Jun 1, 20203 min read

I Lost My Daughter

Without reliable, affordable, and coronavirus-free child care, going back to work is simply not an option for many parents.

May 26, 20204 min read

Financial Zen

I have learned a million lessons from yoga that help me to be a more mindful financial advisor.

May 11, 20202 min read

Everybody's Right.

Everybody's right. Big tech is awesome, stay-at-home stocks were obvious, and, yes, this economy is awful.

May 4, 20203 min read

Might Be Time to Re-Visit That Roth Conversion

There are likely to be ongoing opportunities for this tax-savvy strategy.

Apr 27, 20204 min read

Think We're There Yet?

it's serious if business owners ever have to worry about the possibility that the government will completely shut them down indefinitely.

Apr 16, 20203 min read

Crisis Management, Personally

The fiscal rescue checks for many people started arriving this week, and the reality is that they won’t be enough for most people.

Apr 14, 20203 min read

Will Enough Be Enough?

Governments and central banks are betting that one big set of relief measures will address the disruption caused by Covid-19.

Apr 9, 20202 min read

This is War

We’re fighting with biotech and financial liquidity instead of fighter planes and battleships, but make no mistake about it, this is war.

Mar 31, 20203 min read

The Playbook

While we may still see another trading leg down for equities, we believe we’re closer to a bottom than a top.

Mar 25, 20202 min read

How long is long?

$2 trillion is only 10% of US GDP. Is that enough?

Mar 22, 20203 min read

Get Long America

It seems likely that we’ll experience spin-off effects from the current state of affairs that will eventually fuel more economic recovery.

Mar 16, 20201 min read

Everyone Has a Plan Until They Get Punched in the Mouth

Personal financial planning trumps investment management.

Mar 11, 20201 min read

CYA

Vanguard’s S&P 500 ETF has seen net inflows every day of the last two weeks. Unfortunately, those investors are getting pummeled.

Feb 18, 20202 min read

Coronaviru$

It's difficult to construct an investment thesis in the current data vacuum.

Jan 23, 20203 min read

Quiet Down.

Boutique firms are being buoyed by our clients’ demand for discretion

Jan 6, 20203 min read

2020 Might Be a Wild One. Or Maybe Not.

Vanguard Global Chief Economist Joe Davis recently rolled out his “forecast” for a 50% probability of a stock market correction in 2020. ...

Dec 2, 20194 min read

Investing in the 2020's

The factors that will have the greatest effect on markets in the 2020's are likely to very different from the previous decade.

Nov 20, 20192 min read

The Stock Market Is Up Big. ...Now What?

Momentum is the rule rather than the exception.

Oct 9, 20193 min read

Using a Donor-Advised Fund to Simplify Charitable Giving

Many times, we make our charitable decisions in a year-end rush to capture tax-deductions, rather than taking a planned, long-term...