Monthly Update November 2022

Monthly Update November 2022

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....
Monthly Update October 2022

Monthly Update October 2022

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,...
Monthly Update September 2022

Monthly Update September 2022

September 2022 Monthly Investment Update The Implications of Trying to ‘Buy the Dip’ “Moving first is a tactic, not a goal.” ― Peter Thiel   In a financial services world where many make a living by selling their thoughts and opinions about the future, we...
Monthly Update August 2022

Monthly Update August 2022

August 2022 Monthly Investment Update Inaction is a Form of Action  “Books serve to show a man that those original thoughts of his aren’t very new after all.” ― Abraham Lincoln   Over the past several months, we have consistently been asked if 2022 is...
Monthly Update July 2022

Monthly Update July 2022

July 2022 Monthly Investment Update Is Everyone a Market Timer? “Everyone times the market. Some people buy when they have money, and sell when they need money, while others use methods that are more sophisticated.” —Marian McClellan It’s an interesting...
Monthly Update June 2022

Monthly Update June 2022

June 2022 Monthly Investment Update “The best preparation for the future is the present well seen to, and the last duty done.” —George Macdonald In the book “Extreme Ownership,” Jocko Willink and Leif Babin outline the leadership principles the two men learned during...