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Newsletter
08.03.2018
Volatility, Taxes – and Timing: Quarterly Market View – Q2 2018

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Newsletter
04.16.2018

Crashes, Corrections, and Bears – Oh My!: Quarterly Market View – Q1 2018

“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost  in corrections themselves.” – Peter Lynch   Volatility comes in waves. What matters most is how investors ride them. Volatility is back. And with it, a greater frequency of questions. Like—What is a correction? What …

Newsletter
11.22.2017

Tactical Allocation and the MDA: Quarterly Market View – Q4 2017

  The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails. – William Arthur Ward The foundation for any balanced investment portfolio is its strategic asset allocation: the proportion of stocks, bonds, cash, and everything else. These proportions are a function of the purpose and time horizon of …

Newsletter
10.02.2017

Anxiety Optional: Quarterly Market View – Q3 2017

  Invest in seven ventures, yes, in eight; you do not know what disaster may come upon the land. – Ecclesiastes 11:2 Taking risk is the fundamental underpinning that makes an investment an investment. As advisors, however, we want to make sure our clients’ portfolios are only exposed to risks for which they can expect …

Newsletter
07.18.2017

The Death of 60/40: Quarterly Market View – Q2 2017

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Newsletter
04.04.2017

Sometimes I Wake Up in the Middle of the Night: Quarterly Market View – Q1 2017

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Newsletter
01.13.2017

The Cat vs. the Washing Machine: Quarterly Market View – Q4 2016

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