This time of the year I like to look through some of my performance spreadsheets to see how things are going in various investment areas.
Uncategorized
Tucson Monsoon – 2021 Update
After a historically miserable season in 2020, we went to the third best monsoon on record this year with 12.78 inches of rain.
Tucson Monsoon – 2020 Update
2020, true to form, gave us plenty to write home about on the weather front as well! Just a few unpleasant milestones from this summer in Tucson.
Arizona Vital Statistics With a COVID Twist
I’ve been following Arizona’s COVID numbers very closely and decided to do some analysis on the state’s baseline vital statistics to put this epidemic in perspective.
2019 Review: Economy Edition
Despite yield-curve inversions and trade wars, the economy remained on solid footing in 2019
Tucson Monsoon – 2019 Update
A quick Tucson monsoon update for 2019
Stocks vs. Bonds – Offense & Defense
Comparing stocks with bonds and how they act relative to each other to offer better investing outcomes
Reviewing Market Fundamentals
Despite swings in sentiment market fundamentals remain strong, but is there room for further improvement?
2018 Review: International Edition
USA was the best house in a bad neighborhood while every foreign flavor had a negative return, after 2017 being a banner year across the board
Value of Tax Planning
After doing dozens of planning sessions, I wanted to summarize some of the tax planning opportunities and pitfalls that come up over and over again.