Markets in Great Transition – Q1 2020

We write to you here at the end of the first quarter amidst financial markets in great transition.  Of course, the battle against the coronavirus walloped financial markets in the quarter, but the initial period of indiscriminate selling has passed.  With asset prices down significantly and better data on cases and deaths from early hot […]

Coronavirus II: Office Operations and Market Check-In

Greetings: The outbreak of the coronavirus known as COVID-19 hasn’t just required attention to financial market volatility; it has also required that we think about and adapt to the way we conduct business. Operations First, it is important for you to know that we are open and conducting business.  You may be aware that the […]

Coronavirus Market Perspectives

Greetings: The 12% drop in US stock prices (and somewhat less overseas) from the peak last week to yesterday’s close has probably grabbed your attention.  So, we’re writing to give you a summary of our perspective amid the heightened pitch of news. Steep declines from shocking developments are a known feature of investing as markets […]

Turning the Ten-Spot – Changing Themes in the New Decade

Dear Clients and Friends of the Firm: To some of us as kids, and maybe some of us still, there is something compelling about seeing a big digit roll over. Your author can remember a road trip watching with anticipation as the ten-thousand spot rolled on my dad’s 1973 Ford Galaxy 500. A great lumbering […]

InvestmentNews – “Demand for ESG investing is knocking at your door … or should be”

Season’s Greetings, Catching the attention of financial media recently is our partner, Cameron Barsness, who has been featured in panels in NYC and San Francisco at the forefront of two prevailing investment subjects:  investing with the Environmental, Social & Governance (“ESG”) lens and women’s leadership in the financial counseling industry. “The Fruits of ESG,” a […]

Morningstar Magazine – “The Fruits of ESG”

KBBS partner Cameron Barsness recently spoke with Tom Lauricella, writing for Morningstar Magazine, about KBBS’ proactive approach to discussing environmental, social and governance (ESG) investing with clients. “Barsness says that when the clients are a couple, the questionnaire is especially valuable because often one partner is more vocal than the other and will lead the […]