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,...
by Advising Partner | Sep 6, 2022 | Monthly Note
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...
by Advising Partner | Aug 2, 2022 | Monthly Note
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...
by Advising Partner | Jul 7, 2022 | Monthly Note
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...
by Blaise Stevens | Jun 3, 2022 | Monthly Note
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...
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