Social Security Update

Social Security touches more people than any other federal program.

Tarbox Q3 2022 “Snackable”

It’s hard to understate the market's rollercoaster journey during this past quarter.   Read on ...

Cliffwater Corporate Lending Fund

Tarbox recently added a third fund to the Alternative allocation in client portfolios.

Tarbox Q2 2022 “Snackable”

There is good news – corporate profits are strong, inflation may be cooling, and valuations look very reasonable now. (Meaning the stock market is on sale!)   Read on ...

Stealth Erosion?

The US Dollar has been the de facto reserve currency for global central banks and international trade markets since the end of World War II.

Tarbox Q1 2022 “Snackable”

During periods of volatility, we are often able to “make lemonade out of lemons” by smartly rebalancing and offsetting gains with some losses.   Read on ...

Tarbox Update

Despite the horrible human and social impact, the wider geopolitical consequences are of course still unknown and may be extreme, but the key risk is that higher commodity prices – and energy ...

Tarbox Q4 2021 “Snackable”

For a year that seemed to run past us so quickly, 2021 still managed to feel more like a marathon than a sprint.   Read on ...

Tarbox Q3 2021 “Snackable”

Compared to the volatility of last year's summer and early fall, this year's third quarter...  Read on ...

Growth vs. Value

Investing in both Growth and Value through a broad market index helps minimize the risk of having to endure high degrees of underperformance.

Tarbox Q2 2021 “Snackable”

U.S. Stocks continued their overall strong performance into the second quarter.  Read on ...

Tarbox Q1 2021 “Snackable”

International and domestic stock markets continue their climb in the first months of 2021.