Goal vs Plan
July 26, 2023
“Wow” is about all I can say about a recent backpacking trip with a group of younger friends up into the core of The Enchantments!
“Wow” is about all I can say about a recent backpacking trip with a group of younger friends up into the core of The Enchantments!
From time to time, I find myself reflecting on things or people who have significantly influenced me. Recently I pondered the picture that perpetually hung
Hopefully our clients realize that every position we selected for their portfolio is extensively vetted via an exhaustive process; a process that not only justifies
I recently had a conversation with someone who said that at the beginning of the pandemic he liquidated much of his investment portfolio, leaving it
John Bogle, founder of Vanguard, once said “The stock market is a giant distraction from the business of investing.” I agree and consider it one
From time to time I am speaking to someone with an account at a discount brokerage or leftover from a previous employer plan who seems
Previously I suggested that for a variety of reasons many valuations seem skewed by traditional standards and promised examples illustrating my point. The value of
I believe that ever since the “Great Recession/Financial Crisis/Mortgage Debacle” or whatever label you use to reference the 2008/2009 economic and capital market crash/correction, congressional
Think of something you are truly good at. One of the reasons you are good at it is because your knowledge and experience enables you
“I bet you didn’t anticipate THIS!” I heard this from a few clients when Covid-19’s ramifications hit early in 2020, but it wasn’t the first
