2024 Annual Review – An update of performance, trends, research, and topics for the long-term investor.
Our last few newsletters have touched on the U.S.’s hegemonic role in the world. Since the end of WWII, the U.S. has ensured global security, while protecting global trade and the world’s financial infrastructure. Read More
2024 Mid Year Newsletter – Behavioral Finance: Biases, Emotions, and Financial Behavior.
There has been a plethora of books written on the subject of how biases and emotions affect decision making. Concepts like overconfidence, herd mentality, loss aversion, anchoring, and confirmation bias are terms used to describe this subject. Read More
2023 Annual Review – An update of performance, trends, research, and topics for the long-term investor.
Happy New Year! As we step into 2024, we're here with the annual newsletter to reflect on 2023 and provide insights into the geopolitical landscape, market trends, and key issues that we feel could potentially shape the year ahead. In this edition, we will revisit 2023's key events, touch again on Artificial Intelligence, the US's Hegemonic role and discuss what could define 2024 markets.
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2023 Mid Year Review Newsletter – An update of performance, trends, research, and topics for the long-term investor.
We’re halfway through the year! Where has the time gone? The first six months of 2023 have been eventful; the Feds finally pressed pause on rate hikes after five increases this year.
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Building and Managing Your Investment Portfolio
After we have worked together to develop an appropriate asset allocation, it is time to start building the portfolio. Based on your allocation we will start to build out each asset class. With $100,000 or more to invest in individual stocks, we believe this is a great method to build and manage a portfolio.
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