by Advising Partner | Feb 2, 2023 | Monthly Note
February 2023 Monthly Investment Update Our New Refrain: ‘First Time In a While’ “We’ve fallen into a trap of ever-widening orbits of contact, and there is a total disregard for the present moment.” –Jerry Seinfel It seems like the world of trading and investing...
by Advising Partner | Jan 11, 2023 | SAP, Tax Planning
Understanding the Secure Act 2.o SECURE ACT 2.0 was rolled out at the end of 2022. This new legislation provides a host of changes designed to substantially improve retirement savings options as well as help strengthen the retirement system overall. While there are...
by Advising Partner | Jan 2, 2023 | Monthly Note
January 2023 Monthly Investment Update Even When Traveling Through a Storm, Some Paths Are More Pleasant Than Others “It can be very expensive to try to convince the markets you are right.” –Ed Seykota We can’t control the market. This should be self-evident, but it...
by Advising Partner | Nov 2, 2022 | Monthly Note
November 2022 Monthly Investment Update Under the Surface of a Bear Market Rally “…learn enough from history to bear reality patiently, and to respect one another’s delusions.” –Will Durant There have been a lot of talks this year about uncertainty....
by Advising Partner | Oct 5, 2022 | Monthly Note
October 2022 Monthly Investment Update Is 2022 Mirroring 2008? “Our patience will achieve more than our force.” –Edmund Burke In recent conversations with family members who know we are in the investment world but don’t fully understand what it is that we do,...
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