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Market Timing: Risky Gambit?

As a child, you may have had to pass time on long car rides and trips. When I was young, I liked to pass the time by playing a very simple game with a stopwatch.…

Q2 2022 Quarterly Letter

How Biases Shape Market Movements  — and Create Opportunities “The idea that the future is unpredictable is undermined every day by the ease with which the past is explained.”              Daniel Kahneman “Thinking, Fast and…

Understanding Private Investments 

As you sit at your coffee table reviewing your investment portfolio,  you can’t help but notice the sharp swings in value and think to yourself, “What else is out there?  Are we really looking at…

Democratic Impact on Markets and Investors

Democratic Impact On Markets And Investors

With the 2020 election cycle now complete, we can turn our attention towards the impact on markets and investors. As we do so, it is important to remember that economic and market fundamentals matter more…

Investment Considerations for Year-End

Year-End Investment Considerations

2020 will go down as a particularly unusual year. The pandemic brought large market swings, record unemployment and rippled through industries. In one way or another, it has affected how we live and work. Being…

Post-Election Market Analysis

Post-Election Market Analysis

Now that the US Presidential election results are in, what will this mean for your financial plan? Prior to the November 2020 elections, we shared some of our thoughts on how the outcome might impact…

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