by Advising Partner | Aug 24, 2023 | Invested Interest
Episode 2 Do We Have a Stimulus Hangover? As national credit card debt hits a jaw-dropping milestone, hosts Blaise and Chris delve deep into the heart of this financial quandary. From exploring the historical and societal factors that contributed to this record high...
by Advising Partner | Aug 2, 2023 | Monthly Note
“Beware lest you lose the substance by grasping at the shadow.” –Aeso In this month’s Investment Update, we tackle the age-old dilemma of chasing shadows versus focusing on substance. As Aesop wisely said, ‘Beware of Grasping at the Shadow.’ We get...
by Advising Partner | Jul 28, 2023 | Invested Interest, SAP
Episode 1 Addressing Financial Anxiety In this inaugural episode of Invested Interest, hosts Blaise Stevens and Chris Harris unpack a startling Bankrate survey revealing that over half of respondents feel their finances negatively impact their mental health. Delving...
by Advising Partner | Jul 6, 2023 | Monthly Note
“Those who have knowledge, don’t predict. Those who predict, don’t have knowledge.” –Lao Tzu Our team finds joy in challenging commonly accepted investing beliefs because we believe that thinking outside the box leads to better outcomes for our clients....
by Advising Partner | Jun 1, 2023 | Monthly Note
“We know that we don’t know.” –Larry Hite In our perspective, the unsung hero of systematic investing lies in its ability to allow successful strategies to continue working without bias towards predictions or emotions. A systematic investment process is specifically...
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