News
June 30, 2020
Third Quarter 2020 Newsletter
Conducting post-mortems on investment decision-making should be a routine exercise for all investors with the goal of continual improvement. The luxury of time allows for an introspective look into your decision-making. COVID-19 brought elevated volatility and ambiguity. This experience tested each of us as we embraced the societal and health implications of the virus as...
March 31, 2020
Second Quarter 2020 Newsletter
During periods of market stress and elevated volatility, it is important to pause and reflect on what truly matters to each of us. This important thought exercise helps us better understand why we invest. Placing precious family assets into the capital markets is a daunting and formidable task even under normal circumstances. When times become...
March 3, 2020
First Quarter 2020 Newsletter
Is your glass half full or half empty? Everybody views the world through a unique set of lenses, which impacts their decision-making. The debate over the economic cycle’s sustainability and durability has investors taking both sides of the argument. Additionally, a highly polarized political environment will likely divide investors along party lines leading up to...
October 4, 2019
Fourth Quarter 2019 Newsletter
Investing is emotional. Think for a moment about the range of emotions you have experienced over time as they related to various investments. In an everchanging world, the market ups and downs can elevate investor emotions and spark both fear and greed. Understanding what influences markets helps to create an investment framework that reconciles emotions...
June 25, 2019
Third Quarter 2019 Newsletter
Investing is a life-long journey marked by emotional paradoxes. Over time and through experience, we discover that most of the external environment is beyond our direct control. Instead, we focus on what we can control: our responses and behavior. Understanding why you invest and place your assets into the capital markets is an important part...