 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.  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:
Here is what we do know:
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.  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.  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.  For this month’s Reality Check, we are revisiting a chart that we recently shared in our Quarterly Newsletter. We felt that it was worth another view to keep you disciplined and focused on the long-term regardless of the outcome of the election.
If you any questions about this topic or wish to receive our Reality Check emails, please don't hesitate to contact us.  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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