Blog
Eight Exit Strategies for Business Owners to Plan
Previously published in The Bulletin on September 24, 2023 Are you a business owner thinking about exiting your company? Which exit strategy would benefit you the most? It’s a tough move to undo, and you should know the pluses...
Read MoreNavigating the Bull Market
Navigating the Bull Market: Examining optimism, skepticism, and economic realities After a recent trip to Alaska and attending my first ever rodeo (I know, how is this possible when living so close to Sisters, OR?), I have had bears...
Read MoreQ2 2023 Market Commentary
The markets continued their recovery from the lows in early October 2022. Over the last 9 months ending June 30, 2023, U.S. large-cap stocks are up 25% and U.S. small-caps are up 15%, according to the Russell indexes. International...
Read More25 Years...and counting!
In March of 1998, I founded ASI Wealth Management. At the time, I had no idea where this would lead, I only knew I wanted to be able to do what I believed was the right thing for my clients. After years of working in the brokerage...
Read MoreAs we age, we need to plan.
Having been in the financial services industry since I was 22 and rapidly approaching 60, I often spent time with my parents talking about my job, the industry, and lessons I’ve learned over the years. The importance of knowing...
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Financial Planning is a Life-Long Journey
My wife and I decided several years ago to torture our two kids by going on family road trips each year before we lose them to college, careers, and maybe a family of their own someday. We walked under the giant redwoods of northern...
Read MoreThe Difference between AI and Markets (Webcast)
With developments in artificial intelligence (AI) advancing by leaps and bounds, should investors be worried about the influence of AI on markets? In a recent webcast, Dimensional Co-CEO and CIO Gerard O’Reilly explained that AI...
Read MoreFrom Skynet to ChatGPT and Its Investment Implications
by Wes Crill, PhD Senior Investment Director & Vice PresidentIf you were to poll strangers on what comes to mind when they hear the term AI (artificial intelligence), I suspect the two most likely answers would be Skynet or...
Read MoreOur Perspective on the Debt-Ceiling
Once again, U.S. citizens and global investors find themselves sitting in the cheap seats, watching the political drama unfold in D.C., and trying to find some semblance of meaning amid the finger-pointing, grandstanding, and posturing...
Read MoreThe Art of Shopping for a Financial Advisor
Have you ever found yourself in the grocery store shopping for barbecue sauces? As you scan the aisle from the top shelf to the bottom, each brand’s label competes for your attention. There are labels that use humor, some...
Read MoreWill the Debt Ceiling Fight Hurt My Portfolio?
The debt ceiling traces its roots to 1902. The US government wanted to build the Panama Canal and needed to ask Congress for authorization to borrow specifically for that project. During World War I, requesting such authorization on a...
Read MoreUnderstanding your bank and brokerage account protections
The failures of Silicon Valley Bank and Signature Bank last month sparked fears about a crisis spreading throughout the banking system. Many depositors scrambled to better understand the FDIC (Federal Deposit Insurance Corporation)...
Read MoreWhat a Difference 6 Months Can Make!
It is always surprising the effect a short period of time can have on an investor’s experience. We noticed this early on in our existence at ASI while compiling results for our institutional clients. Just dropping off a bad...
Read MoreResponse to Silicon Valley Bank Collapse
The markets have had a lot to digest over the last several days from the banking sector. As investors, we understand the risks associated with investing in stocks and bonds. But when our safety blanket of cash is in question, that can...
Read MoreWhen It Comes to Investing In Commodities, Gold, and Silver, Timing Is Everything
For most traditional investments likes stocks and bonds, one of the key tenets for a successful outcome over time is to ‘buy and hold.’ Of course, you are well-served to start with a low-cost mix that is diversified...
Read MoreThe Pain of Discipline
I was reminded the other day of a quote by legendary Entrepreneur and Philosopher Jim Rohn: “We must all suffer from one of two pains: the pain of discipline or the pain of regret. The difference is discipline weighs ounces while...
Read MoreInflation - How Will It Effect Your Investments
Inflation. We have been hearing that word quite a bit since April when the Consumer Price Index (CPI) jumped 4.2% year-over-year. Prior to this, the CPI hadn’t exceeded 3% since December 2011. The most recent reading of the index...
Read MoreWealth & Health Management
Not that long ago, discussing one’s mental health was confined to closed doors and soft couches. Fortunately, people today feel more empowered to speak openly about their struggles and the benefits of seeking professional...
Read MoreWe Don't Predict -- We Prepare!
2021 will certainly go down as a year to remember!New variants spread across the globe, continued spikes in COVID infections, causing confusion, fear, and ongoing concern as to when and how we will get through this pandemic. ...
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