Blog
Blog Short (2 min read): Dealing with Losses
Losses aren’t easy to deal with. Here are three steps to take a more thoughtful approach to market losses.
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Blog Short (2 min read): Don't Worry, Be Happy
Don’t Worry, Be Happy There’s no shortage of things to worry about today—tariffs, economic uncertainty, global unrest—and all of it can impact our financial future. The media often magnifies these concerns, focusing on fear because it...
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Blog Short (2 min read): Investing at the worst time
Investing at the Worst Time March was a maddening month, not for basketball but all the negative headlines. We saw consumer sentiment drop precipitously from prior months, and consumer expectations about the future hit a 12-year low.1...
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Blog Short (2 min read): The Downside of Certainty in Investing
The Downside of Certainty in Investing Investors are always seeking for more certainty; we all want to know what the future will hold and make the best decisions today for a better tomorrow. This desire stems deep in our physiology....
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Blog Short (2 min read): Is Warren Buffett Bearish?
Is Warren Buffett Bearish? Last month, Berkshire Hathaway held its annual shareholder meeting which included Buffett’s famous letter to shareholders. In his letter, Buffett is quite transparent with his thoughts about Berkshire’s...
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Blog Short (2 min read): Why We Diversify
The simplest and truest reason as to why we diversify is that we don’t know what assets will do very well in the future, and which assets will do poorly. Diversification is the evidence that we cannot accurately and consistently forecast...
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Investing is Simple, But Not Easy
The basic premise behind successful investing is to buy an asset at a low price and sell it at a higher price. Simple and straightforward. But doing that often requires discernment, patience, and discipline – which can require near...
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A Dependable Forecast for 2025
Most investors love economic and market forecasts. With the markets so uncertain and volatile, our brain craves some sort of idea of what the future holds. But economies and markets are unpredictable...
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Debt Ceiling
Subject: Is there light at the end of the debt ceiling tunnel?After months in and out of the headlines, the issues surrounding the debt ceiling have come into sharp focus, as the U.S. could become unable to pay its bills as soon as...
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A Dire Prediction
A Dire Prediction: Last month a bold and concerning prediction showed up in popular social media feeds:“Sell Your Stocks and Move Your Money Before May 2nd, or You May Never Recover”1Reading such a bold and dreadful...
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The Eventual Recession
The Eventual Recession: Since early last year economists, market experts, and even corporate CEOs were predicting a recession for this year. Most of them said it would happen early in the year.1 A recession was the consensus view among...
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Acting like an investor: Blog (2 min read)
Acting Like an InvestorMany investors today unknowingly act like speculators. How do I know this? Because they are more concerned and influenced by short-term stochastic changes in stock prices than in the underlying fundamentals of a...
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What’s Going On With The Banks? (2 min read)
Subject Line: What’s Going On With The Banks?We wanted to share a quick update in light of the recent news about Silicon Valley Bank (SVB) and discuss our thoughts on its impact on the markets and future Fed moves.What...
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When Less Can Be More
When Less Can Give You MoreWe are generally in the pursuit of more. More income, more recognition, more opportunities, more happiness etc.… Because “more” often results in desirable outcomes, it is natural to think in...
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Resolutions and Habits
As New Year’s Day is now in the rearview mirror, we can surmise that people are struggling to keep their resolutions. Indeed some may have already given up, perhaps with a determination that next year will be the year. A...
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Climbing the Wall of Worry
Climbing the wall of worry is the tendency for markets to rise despite always have something to worry about. And 2023 is no exception.2023 “Worries”Media headlines today boldly announce companies making layoffs. But...
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The Only Forecast That Matters
Most investors love economic and market forecasts. With the markets so uncertain and volatile, our brain craves some sort of idea of what the future holds. But the markets are unpredictable – evidenced by the fact that no one can...
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3 Investments Lessons from 2022
First Lesson – Surprises HappenIn 2022, we were surprised by the Russian invasion of Ukraine. We also experienced record high gas prices.In response to persistent inflation, the Fed increased interest rates significantly. This...
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Boring is Beautiful
Boring is Beautiful Over the past few years, many investments have been hyped by the financial media and several have experienced near-parabolic gains. These include meme stocks, cryptocurrencies, major technology firms, and...
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Tis the Season of Forecasts
It’s that time of year. No, not the holidays. It’s the time that every analyst, economist, and strategist will declare their forecasts for 2023. These forecasts come from well-educated, intelligent individuals – with...
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Creating Your Family Legacy
While creating an estate plan is a common part of a financial plan, creating a family legacy is equally as important when thinking about how you want the wealth you’ve built to be distributed. In addition to including your family...
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