Intersection of Sports and Investing: What is Invesco QQQ?
As someone who has always loved college basketball, watching the Baylor Bears easily defeat the Gonzaga Bulldogs in the 2021 NCAA men’s basketball National Championship game and stop Gonzaga from...
View ArticleA (Somewhat) Plain English Introduction to Cryptocurrency and Blockchain
If recently you have begun to feel like finance has entered some bizarro world, you’re not alone. After passing through my 20th anniversary of being a “financial advisor” (with many different titles...
View ArticleA Big Problem with using Cryptocurrency as a Payment Tool
So you got a little adventurous a few years back and decided you wanted to make the leap and buy some cryptocurrency. Whether it’s ether, bitcoin, or any other variety of cryptocurrency, eventually...
View ArticleCreating a Culture of Philanthropy
New to the Walkner Condon team, I come from 10 years of fundraising for non-profit organizations. Whether it was promoting wildlife conservation or helping to eradicate preventable diseases (which...
View ArticleWhat to Know about the 2021 Advance Child Tax Credit Payments
In March of 2021, President Biden signed into law the American Rescue Plan which was intended to help ease the economic burden faced by many families due to the Coronavirus pandemic that has affected...
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Preparing Your Finances and Budget for a Post-COVID Landscape
We have all heard the overused phrase “new normal” too often. Pundits and media types love to tell us that this is a different time, situation, or environment than we have ever seen before. I tend to...
View ArticleUnderstanding the 2021 Changes to Dependent Care Flexible Spending Accounts...
As we move into summer, the burden of paying for childcare becomes even heavier for parents now that most kids are out of school for the year. But with a dependent care flexible spending account...
View ArticleThree Tips For Improving and Organizing Your Email Experience
As I was sitting down to write, my intention was to go through growth versus value investing. While still an important topic – one I touched on in this video – I instead chose to write about something...
View ArticleFinancial Check List for the End of the Year
There is a small, but distinct, satisfaction that comes from crossing items off of a list. The immediate sense of accomplishment gives us a boost that propels us to the next thing on the list. Whether...
View ArticleThe Case for Using Dividend-Paying Stock in a Yield-Starved Market
As we look to the second half of 2021 and take an assessment of the markets one year after the post-pandemic recovery began, it’s frankly difficult to feel anything but extremely relieved and grateful...
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Markets within Markets: Assessing the High Levels of Dispersion in Stock...
Is the market cheap or expensive? This simple question is a constant source of debate among investors, who search endlessly for clues to support their bullish or bearish views. With stock prices...
View ArticleSix Things to Know about Employee Stock Options
Employee stock options can be a valuable part of a compensation package. They can also be misunderstood. Here is a quick guide to walk through some of the common questions that we get from clients and...
View ArticleWhat the Certified Exit Planning Advisor Designation is and Why I Pursued It
One of the most overlooked yet essential steps that a private business owner, or owners, should take is establishing an exit plan. It is vital to know that at the end of years of hard work and...
View ArticleSix Things to Know about U.S. Treasury Series I Savings Bonds and Their High...
By chance, I came across something that hadn’t been on my radar screen for a very long time. Enticed by the rate of return I saw in this current yield-starved environment, I saw 7.12%. Must be a junk...
View ArticleShould I Use an HSA? Three Reasons to Consider a Health Savings Account
Healthcare, more specifically, the cost of healthcare never seems to stray too far from the minds of most Americans. Whether the topic is co-pays, deductibles, premiums, or networks, most people feel...
View ArticleRemembering an American Hero – Gary Beikirch, Congressional Medal of Honor...
On Dec. 26, 2021, Gary Burnell Beikirch passed away. Most do not know this name; however, I have learned through my life that he has had a tremendous impact on many people, and his legacy will live on...
View Article2022 Investment and Market Outlook Guide
Walkner Condon’s team of experienced financial advisors explores key topics that are top-of-mind as we transition out of 2021 and into a new calendar year, featuring the market outlook and review from...
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The Year of Impossible Choices: 2022 Market Outlook and 2021 Review
In last year’s market outlook, I described the current state of global monetary policy as a giant exercise in price control, specifically, control of the cost of capital. An environment in which...
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Reviewing Sector Performance in 2021 and Positioning in 2022
A LOOK AT SECTOR PERFORMANCE Every single U.S. sector, as determined by S&P Dow Jones Indices, posted gains in 2021. You heard that correctly, every single one! Of course, each sector doesn’t move...
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It Only Gets Harder from Here: Valuations, Bond Environment and Wage Growth
If we look back at the stock and bond markets with a Monday Morning quarterback lens post-2008 financial crisis, one has to consider if the “easy money” has already been made. It’s almost hard to...
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