by Jonas Lowery, CFP® | Aug 23, 2021 | Blog
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,...
by Jonas Lowery, CFP® | Jul 27, 2021 | Blog
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...
by Joseph "Bo" Billeaud | Jul 2, 2021 | Blog
The Importance of having a Long-Term Time Horizon “It is just appalling the nerve strain people put themselves under trying to buy something today and sell it tomorrow. It’s a small-win proposition. If you are a truly long-range investor, of which I am practically a...
by Joseph "Bo" Billeaud | May 25, 2021 | Blog
In 1950 – to pick a year at random -the S&P 500 index stood at 16.66. Today it stands at 4155.86. That is an increase of 24,845%, and that’s before dividends are included. How could anyone have possibly lost money during that period??? That question is not...
by Montgomery Gossen | Dec 10, 2020 | Blog
As we eagerly await the close of 2020, there are hardly enough fingers to count the bizarre and taxing events endured over the last 11 months. Whether a presidential election, stock market crash, stock market revival, political unrest, social unrest, hurricanes,...
by Joseph "Bo" Billeaud | Nov 9, 2020 | Blog
The hardest work in investing is not intellectual; it’s emotional. Benign neglect is, for most investors, the secret of long-term success. – Charley Ellis I read a really good blog post today, written by financial planner Ashby Daniels titled – “TODAY’S...
