by Advising Partner | Jun 4, 2024 | Monthly Note
“Never mistake a clear view for a short distance.” –Paul Saffo A significant advantage of trend following is its ability to help investors manage emotions and behaviors by providing a clear, adaptable plan for any market scenario. This systematic investing strategy...
by Advising Partner | May 3, 2024 | Monthly Note
“Adaptability is about the powerful difference between adapting to cope and adapting to win.” –Max McKeown The S&P 500 has seen some downward movement this April, with notable volatility that saw a dip of 5.5% as of April 19. However, don’t expect us to hit...
by Advising Partner | Apr 3, 2024 | Monthly Note
Shouldn’t We Be Enjoying This Ride? In our recent chats, we’ve been nudging you to savor the present, even amidst the usual bouts of worry that tend to pop up. It’s easy to wonder how long the good times will last or when the next bump in the road might...
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 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...
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