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...
by Advising Partner | Nov 3, 2023 | Monthly Note
November 2023 Monthly Note Using History As A Guide, Without Being Married to the Past “The only way to make sense out of change is to plunge into it, move with it, and join the dance.” –Alan Watts As we’ve chatted with our clients over the past month, one thing...
by Advising Partner | Oct 3, 2023 | Monthly Note
“A masterly retreat is in itself a victory.” –Norman Vincent Peale At Strategic Advisory Partners, we pride ourselves on our ability to navigate the ever-changing investment landscape with a unique perspective – one that might, at first glance, seem a bit...
by Advising Partner | Sep 6, 2023 | Monthly Note
“What we hope ever to do with ease, we must first learn to do with diligence.” –Samuel Johnson Navigating the unpredictable terrain of financial markets often feels like scaling a daunting “wall of worry.” Whether it’s global turmoil, shifts in...
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 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....
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