Shrimp Boat, Eddie Valdez How Much Longer?  As a kid growing up in South Louisiana, my family would often go trawling for shrimp and other seafood.  We would trawl the nearby bayous and Lake Pontchartrain, and hopefully return with ice chests full of shrimp, fish or crabs.   For those of you who have not trawled, it […]

In This Issue: Recession / Market Correction Checklist Top Topics is a timely email for Acadia Clients only.  We are providing information and guidance on current issues of great importance to you. Hurricane Katrina, 2005 Topic:  Issues to Consider During a Recession or Market Correction When we face any of life's challenges, we initially struggle to […]

Mother, by Joaquin Sorolla y Bastida, Sorolla Museum, 1895 Calm in the Storm Have you checked your portfolio lately?  Have you purchased gas or groceries recently?  Between market volatility and record-setting inflation, it seems like there is no shelter in this financial "storm."  I was contemplating these challenges earlier this month as we approached Mother's Day. It occurred to me that […]

Magnolia flower in bloom, Earl Eliason, Getty Images "Steeled" Magnolia The state flower of Louisiana is the Southern Magnolia.  The sweet aroma of the blossoms is intoxicating and the flower dwarfs nearly all others in a typical garden.  Magnolia trees are very common in New Orleans and are especially noticeable as we enter spring. What is most remarkable […]

In This Issue: 1. Investing When it Hurts 2. Proposed Retirement Changes 3. Quarterly Meeting Top Topics is a timely email for Acadia Clients only.  We are providing information or guidance on current issues of great importance to you. Springtime flowers, Jackson Square, New Orleans, Pintrest Spring is in the Air! The flowers finally got […]

New Orleans Canal and Banking Company Promissory Note, 19th century Tax = Wealth The history of US currency includes vast varieties of city/state/regional issues, colorful artwork and intense political turmoil.  It is one of the more fascinating topics you can study (as a financial advisor anyway).  However dynamic the topic, one constant is the distaste we have for […]

In This Issue: Russian-Ukranian Conflict Top Topics is a timely email for Acadia Clients only.  We are providing information and guidance on current issues of great importance to you. 'Glory to Ukraine' graffiti, Vladimir Lenin Statue, Novosibirsk, 2015 Conflict = Uncertainty = Volatility The unprovoked Russian invasion of democratic Ukraine has sent various markets into significant turmoil.  This […]

Mardi Gras doubloons; Getty Images; undated. Mardi Gras Doubloons are Priceless When my brother and I were kids, going to Mardi Gras parades was beyond thrilling.  Random strangers were throwing all kinds of free toys and "priceless" coins (doubloons) to us and the frenzied crowds along the parade route.  The hot items every year were glass beads (very […]

Rock Icicles, Acadia National Park, Anna, crazyintherain.com Welcome to 2022 ... or is it still 2021?    Is it just me or does it still feel like 2021?  Or maybe even 2020?  I'm referring to the latest wave of uncertainty that has arrived along with the New Year.  We have a challenging trifecta at play:  […]

In This Issue: 1. Taxes 2. Quarterly Meeting 3. Market Mania Top Topics is a timely email for Acadia Clients only.  We are providing information or guidance on current issues of great importance to you. Happy Mardi Gras! Mardi Gras ("Fat Tuesday"), is March 1st this year, and it refers to a carnival season that […]