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Quarterly Newsletter - Third Quarter 2022

10/13/2022

 
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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.

Reality Check - New Actors, Same Movie

10/4/2022

 
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For this month’s Reality Check, we wanted to discuss how one should deal with all of the events that are being highlighted by the financial media as the drivers of the markets decline.

While increased volatility in the capital markets is not pleasant, with a longer-term focus, this volatility is just noise. The best strategy is to tune out the noise from the many sources that are influencing you to react. Planning, combined with a disciplined strategy, is the best way to chart an appropriate course to help you create a comfortable income that you will likely not outlive, while helping you to accomplish your long term financial goals.

​If you any questions about this topic or wish to receive our Reality Check emails, please don't hesitate to  contact us.

Inflation, not temporary volatility, is the true enemy

9/14/2022

 
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Bryan M. Thaler, BFA™

Each quarter, Bryan puts together a column that touches upon something from his life that has taught him a lesson or reshaped his thinking on investing and life. 

If you would like receive copy of his column or simply speak with Bryan, please 
contact us.

The Sun Always Rises

8/17/2022

 
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Bryan M. Thaler, BFA™

Write something about yourself. No need to be fancy, just an overview.

​Each quarter, Bryan puts together a column that touches upon something from his life that has taught him a lesson or reshaped his thinking on investing and life. 

If you would like receive copy of his column or simply speak with Bryan, please contact us.

Quarterly Newsletter - Second Quarter 2022

7/13/2022

 
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.

The Siren's Song

5/11/2022

 
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Bryan M. Thaler, BFA™

Write something about yourself. No need to be fancy, just an overview.

Each quarter, Bryan puts together a column that touches upon something from his life that has taught him a lesson or reshaped his thinking on investing and life. 

If you would like receive copy of his column or simply speak with Bryan, please contact us.
<<Previous

    Authors:
    Christopher J. Blair, CFP®, CPWA®

    Bryan M. Thaler, BFA™

    Click the names to learn more about the author.

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