Season Investments



Shredding $48K

Posted on Aug 1, 2017

Running a $48,300 check through the shredder was a potent reminder of why it’s so important to pursue client relationships in which long-term financial interests are aligned between client and advisor, something that has been a priority for us since day one.

How To Think About The News

Posted on Jul 25, 2017

In his “Robcast” entitled How To Think About The News, speaker and author Rob Bell unpacks some compelling thoughts on how we might apply ancient wisdom to our modern day relationship with the news, media and the general flow of information in the digital age.

Growing Pains

Posted on Jul 11, 2017

Today, Season Investments manages around 60 accounts on the Lending Club platform where we actively select loans for our clients through our preset screening criteria. In today’s post, we will look at how these accounts have performed and what we think about this space going forward.

Winds of Change

Posted on Jun 27, 2017

Virtually every measure of valuation in the US looks historically expensive and overinflated when compared to international stocks. We believe 2017 may bring the winds of change in global equity leadership, with a shift in relative strength from US to international.

A 1031 Skeleton Key

Posted on Jun 13, 2017

A skeleton key is a type of master key that can open numerous locks. In the 1031 space, if we think of all the rules and constraints as locked doors, then today’s post is going to explain how a useful and somewhat under-utilized tool can be considered a skeleton key for unlocking all those doors and maximizing the value of an exchange.

The Power of a 1031 Exchange

Posted on Jun 6, 2017

Real estate is one of the most commonly held assets on most investor’s balance sheets. For those that have real estate investments and want to continue leaving their money invested in real estate, a 1031 exchange is an extremely powerful tool which can be used to compound higher returns on a real estate portfolio.

Full Employment

Posted on May 16, 2017

Last week a widely circulated report claimed that the country’s labor market had reached "full employment." Since the report hit the wire less than a week ago the concept of full employment has been the subject of a lot of discourse within the financial world. So what is full employment exactly, and how do we know if we’ve reached this important milestone?

Going Green

Posted on May 9, 2017

Unfortunately, renewable energy has become a partisan issue which receives support from those on the left and pushback from those on the right. In today’s post, we are going to make the argument for one particular renewable energy investment which satisfies both the moral and economic agendas on both sides of the party lines.

Going Solo(k)

Posted on May 2, 2017

If the circumstances are right, the Solo 401k can be a powerful retirement savings tool for our small business owner clients. Compared to the commonly used SEP IRA it offers far more savings capacity without any additional expense or complexity.


Posted on Apr 25, 2017

If you are an investor, you are most likely familiar with the term “bubble” as it pertains to investing. Twenty years ago this was not the case, but today we are all too familiar with the term. The problem we now face is that everyone is hyper-aware of bubbles to a point where there is a bubble boogeyman around every corner.

Battle of the Brain

Posted on Apr 11, 2017

I’m sure everyone as experienced the internal struggle between short-term pleasures and long-term benefits, which is why it is so difficult to save for retirement. Even though our long-term, logical brain understands the merits and importance of saving for retirement, it must constantly do battle with our short-term emotional brain which is hell bent on immediate gratification.

Overboard US Stocks

Posted on Apr 4, 2017

Over the past six years the US stock market has dominated the rest of the globe, with the S&P 500 outpacing the MSCI All Country World ex US index by over 10%...annualized. In our highly correlated, highly globalized world this amount of out-performance from the largest developed component of the global index is nothing short of mind-blowing.