Client Login

Thought Leadership

Spirits 101 – American Whites

Published on August 10, 2022

Wineries can be found in every state, even Alaska has four winemakers, and below you will find my favorite American grapes and the best regions to source those wines.

Learn More

Spirits 101 – All About Champagne

Published on June 15, 2022

Champagne is great all the time. Celebrations? Check. Date night? Check. Casual night in? Check. Point is, there is no wrong occasion to enjoy a nice glass of Champagne! Possibly During these warm summer days while you are out on your patio dreaming of cooler fall weather, here are some pointers on what to look for on your Champagne label. Even if it’s in a different language you should review: Location, Vintage, Sweetness and what Stemware you use.

Learn More

Market Brief – April 2022: April Showers, May Questions

Published on April 26, 2022

Markets have enthusiastically reminded us about volatility and risk so far this year, but being an investor means occasionally taking your knocks when markets are down. There has been nowhere to hide in 2022, with stocks and bonds both taking a beating and minimal havens (gold, cash, energy) to provide support.

Learn More

Market Brief – March 2022: Why Ukraine Matters

Published on March 22, 2022

March Market Brief Why Ukraine Matters “Cry ‘Havoc,’ and let slip the dogs of war.” William Shakespeare, (Julius Caesar 3.1.273) As many know, I am a Polish immigrant. I was forced to flee from Russian Communist controlled Poland in 1968. As was typical at that time, a lot of different cultures were thrown together during […]

Learn More

Market Brief – February 2022: Markets on a Warpath

Published on February 22, 2022

Russia is once again looking to reclaim old Soviet Union territory and influence, this time with its sights set on Ukraine. Currently, as of writing this on Tuesday 2/22/22, Putin is following his gameplan of targeting Rebel held separatist territory in Eastern Ukraine as they did in 2008 with Georgia as well as 2014 in Crimea.

Learn More

Market Brief – January 2022: The Year of The Mid-Term

Published on January 25, 2022

How to talk about politics, elections, and the market without talking about politics? Discussing anything political to a broad audience feels like preparing to cliff dive into a pool of porcupines. However, I still feel it’s important to put politics into perspective. 2022 is a big mid-term election year and the American public is about to be bombarded with “facts” about the current state of our nation.

Learn More

Market Brief – Stagflation

Published on October 26, 2021

As October begins to wane, we saw the market rebound sharply from September lulls and 3rd Quarter earnings come in strong across the board. Investors are watching this market climb up a wall of worry and shrug off all the macro events that seemed poised to derail it. The latest worry of the day is the US Economy entering a period of Stagflation. Stagflation (or recession-inflation) is a period of rising inflation coupled with slow economic growth and rising unemployment. Inflation tends to go hand and hand with a hot and growing economy, not a slowing one.

Learn More
Top