by Advising Partner | Mar 6, 2024 | Monthly Note
“Everything should be as simple as it can be, but not simpler” –Albert Einstein We believe in keeping things simple and easy to understand. Recent changes in certain parts of the stock market have sparked discussions about whether there might be a ‘tech...
by Advising Partner | Feb 29, 2024 | Invested Interest
February 29,2024 Season 1 | Episode 4 Money Moves: Retirement Rules, Tax Tactics, and Bezos’ Relocation In this episode, we explore various aspects of financial planning and investment strategies, starting with the debate surrounding the 4% withdrawal rule in...
by Advising Partner | Feb 5, 2024 | Monthly Note
“You can’t connect the dots looking forward; you can only connect them looking backwards.” –Steve Jobs During numerous discussions with clients in recent months, the notion of “all-time highs” has surfaced. Often, these highs are perceived as a harbinger of...
by Advising Partner | Jan 9, 2024 | Monthly Note
“The future ain’t what it used to be.” –Yogi Berra It’s an optimistic time of year. New Year’s resolutions have been made–and some already broken. A sense of normalcy is on the horizon with a return to work and school. There is hope that markets continue their 2023...
by Advising Partner | Dec 5, 2023 | Monthly Note
December 2023 Monthly Investment Update What Investors Think Should Happen Versus What Is Actually Going On “The plural of anecdote is not data.” – Roger Brinner As systematic trend followers, we make decisions using price data. It appears to us that many in the...
Recent Comments