Several years ago, we formulated a few investment principles that defined our approach to the investment markets. In revisiting this particular flyer from years past, I was struck by just how relevant they continue to be. While our approach to investing has evolved,...
Diversification. Harry Markowitz (a Nobel Prize-winning Economist) called it “the only free lunch in investing”. Why, then, when clients ask if it’s wise to have multiple financial advisors, do we recommend against diversifying who is managing their portfolio? Here...
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...
