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Return: Properly Defined

1/28/2019

 
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Every month, our firm sends out a Reality Check to our clients.  The topic varies month to month, but it typically covers various aspects of behavioral investment counseling and financial planning. Again, our most recent Reality was inspired by another Carl Richards sketch. For more of his work, we encourage you to check out his website: https://behaviorgap.com/

If you any questions about this topic or wish to receive our Reality Check emails, please contact us.

Quarterly Newsletter: Fourth Quarter 2018

1/15/2019

 
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Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document.

If you would like to receive a full digital copy please
contact us.

The Tale of Two Emotions: Greed & Fear

12/28/2018

 
Picture
Every month, our firm sends out a Reality Check to our clients.  The topic varies month to month, but it typically covers various aspects of behavioral investment counseling and financial planning. Our most recent one was inspired by a Carl Richards sketch. For more of his work, we encourage you to check out his website: https://behaviorgap.com/

If you any questions about this topic or wish to receive our Reality Check emails, please
contact us.

Midterm Elections - What Do They Mean for Markets?

11/2/2018

 
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Insightful commentary from Dimensional Fund Advisors to help keep things in perspective for investors as the Midterm Elections take place on November 6th.

If you have more questions about this topic, please contact us.

Quarterly Newsletter: Third Quarter 2018

10/15/2018

 
Picture
Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document.

If you would like to receive a full digital copy please
contact us.

David Booth On: Professional Advice

10/10/2018

 
"Investing is inherently complex and fraught with uncertainty. What's important is learning how to deal with uncertainty." - David Booth
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    Author:
    Christopher J. Blair, CFP®

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