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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.

Happy 4th of July from VSM

7/3/2018

 
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Closing the Behavior Gap

6/19/2018

 
In our "Reality Check" for June, we highlight the difference between Investment and Investor Return; or what is more commonly known as the “Behavior Gap.”  
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As an avid fan of Carl Richards, his sketches accompany this month's commentary.  Carl has a unique skill of simplifying some of the most complex topics with just a few strokes of his sharpie. Learn more about Carl's work and insight at https://behaviorgap.com/.

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

Quarterly Newsletter - Fourth Quarter 2017

1/16/2018

 
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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.

Quarterly Newsletter - Second Quarter 2016

7/15/2016

 
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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 the full digital copy please contact us.

 REMINDER: 2015 IRA Contribution Deadline

3/30/2016

 
Please keep in mind that that the deadline for making your 2015 IRA Contributions is April 15, 2016.

The contribution limit for 2015 is $5,500. If you are over 50 years old however, you are able to participate in the catch-up provision. This provision allows you to contribute an additional $1,000,  bringing you total contribution limit to $6,500.

Contact your adviser today if you have any questions about your annual contribution.
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    Author:
    Christopher J. Blair, CFP®

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