Corrections and Opportunity, Strategy and Tactics»
January 15, 2019 –
2018 was a disappointing year for investors, with virtually all major asset classes experiencing negative returns. While losses are never pleasant, there are a few key takeaways that are important to keep in mind during periods of market volatility, and there are silver linings in the current environment.
Ten Years After – Market Commentary»
October 10, 2018 –
September 15th marked the 10 year anniversary of what many observers cite as the nadir of the 2008 global financial crisis: the date that investment bank Lehman Brothers filed for…
The Water is Never Fine – Market Commentary»
July 20, 2018 –
Investing means taking risk, and while it should be done in a thoughtful and cost-efficient manner, a “safe” time to invest is rarely obvious: the water is never “fine.” Please…
Risk Cuts Two Ways – Market Commentary»
April 17, 2018 –
The nature of investing is one of taking and managing risk, with a recognition of the potential for both upside and downside risk. Please follow the link to download the…
Charitable Planning – Client Letter»
March 21, 2018 –
If you support charitable organizations with cash gifts, there are other ways to support those organizations that may be more tax-efficient. Please follow the link to download the entire letter. Charitable…
How Bull Markets Die – Market Commentary»
January 19, 2018 –
In addition to being a legendary investor, the late Sir John Templeton was also the source of many nuggets of wisdom on markets.
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