Category: Behavioral Investing

Congratulations Christopher Blair!

8/23/2021

We wanted to take a moment to congratulate Chris on the successful completion of the Certified Private Wealth Advisor® designation. This designation is a commitment to his ongoing personal development.

If you would like to speak to Chris about how this designation adds value to your experience as a client or if you would like to discuss anything else, please don't hesitate to contact us.

Reality Check: Real Risk in Retirement

5/3/2021

For this month’s Reality Check, we wanted to discuss the topic which has recently highlighted in the financial media – inflation.

Here is what we don’t and can’t know:

An acceleration in inflation is a distinct possibility as the economy continues roars back – particularly given another jolt of stimulus.
We don’t know for sure that it will happen, when it may happen, nor the extent to which it may go on before the Fed steps in and acts to stabilize it.
Nor can we be sure how (or even if) the equity market will react.

Here is what we do know:

We know your goals and the plan designed to achieve your goals.
We know that the true risk in investing is not loss of principle, rather it is the loss of purchasing power due to inflation.
We know that the only way to eliminate this risk is through the utilization of equities.

Our approach has always been: first set goals, then make a plan, then fund an appropriate portfolio. If your long-term goals have not changed, then we always strongly recommend not changing your plan, which in turn leads us to recommend not tinkering with your long-term portfolio.

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

Reality Check: Our Role

5/29/2020

As we continue to deal with the disruption caused by the coronavirus pandemic, we have started to see a sense of calm settle across the global markets. You may be asking yourself: “Will this last?”, “What if there is a second spike?” or “What if the market crashes again?” These questions are valid; however, they all deal with the unknowable.

In our May Reality Check, we offer a glimpse at our true value to our clients. We are here to help you navigate the unknowable and avoid those costly mistakes along your journey throughout life.

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

Reality Check: PANIC 2020: This Too Shall Pass

3/9/2020

In this month’s Reality Check, we wanted to bring the coronavirus outbreak into perspective. We hope that you find this month’s commentary helpful.

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

Reality Check: "Déjà vu all over again"

2/4/2020

In this month’s Reality Check, we wanted to address the recent outbreak of coronavirus and its impact on the developed world; more specifically the impact on the market. We hope that you find it helpful.

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

Quarterly Newsletter - Fourth Quarter 2019

1/15/2020

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.

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Congratulations Christopher Blair!

Reality Check: Real Risk in Retirement

Reality Check: Our Role

Reality Check: PANIC 2020: This Too Shall Pass

Reality Check: "Déjà vu all over again"

Quarterly Newsletter - Fourth Quarter 2019

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

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Categories

Congratulations Christopher Blair!

Reality Check: Real Risk in Retirement

Reality Check: Our Role

Reality Check: PANIC 2020: This Too Shall Pass

Reality Check: "Déjà vu all over again"

Quarterly Newsletter - Fourth Quarter 2019

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

Sign up to receive updates by Email!

Archives

Categories

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