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Market Update Video - May 2022

Markets, Inflation & Portfolio Re-Balancing 

Video 

 

 

Mid May Market Update

Market Update Video - April 2022

Inflation & Market Performance 

​Video​ 

 

 

Market Review First Quarter 2022

Market Review First Quarter 2022

First Quarter 2022 Lessons Learned--or Relearned

A few things to keep in mind after an unusually difficult quarter

What is IRMAA and Why Does it Matter?

Understanding Medicare premium costs

Our thoughts on how the Ukraine crisis impacts your portfolio

Market Review Fourth Quarter 2021

Market Review Fourth Quarter 2021

Matt Somberg New Year Letter

Matt Somberg New Year Letter

Back to Basics

Three Investing Fundamentals to Keep Things Simple