Recently, we’ve received several calls on the crypto mania occupying headlines and winning over investors with the potential of becoming the next great investing frontier. With further adoption taking place, many investors are asking this question: Is the...
In our recent quarterly reports to clients, we included a new graph entitled “Capital Flows.” Each is unique to an individual client, and often tells a very powerful story by illustrating the benefits of long-term investing. Below are a few sample graphs from...
On March 11th, 2021, President Joe Biden signed the American Rescue Plan Act of 2021 into law, which will provide $1.9 trillion of economic stimulus in response to the continued effects of the COVID-19 pandemic. To help digest, below are some of the...
Last night, as I read a bedtime story to my kids, I noticed within it a particularly grown-up lesson. It told the story of two large stones sitting on the side of a hill, perfectly content with their view of the valley below. One day a bird comes along, and the stones...
