Mid Year Perspective
The real key to making money in stocks is not to get scared out of them
SECURE Act 2.0: An Overview
Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
2023 Annual Client Letter
Stand fast, tune out the noise and continue to work your long-term plan.
Minimize Your Long-Term Regret
The only way to be reasonably assured of capturing equities’ premium returns is by riding out their occasional declines. We're not here to insulate our clients from short- to intermediate-term volatility, but to minimize their long-term regret.
War and the Casino
The alleged ‘smart money’ is right now looking for the right bet to place on the rumble of tanks in Europe. If the past is any indication, the ‘winning’ investors will be the ones who refuse to enter the casino, instead looking forward to brighter days ahead.
Annual Client Letter: Our Guiding Principles
Each January as we reflect on the year just completed, we like to revisit our general guiding principles. We find they help us stay grounded from economic and market noise and focused on our long-term plan.