Newsletters

We send a monthly newsletter to our clients and subscribers, covering current events and financial topics relevant to our clients. Some of our financial articles have been written by our advisors, and others are stories from the news media that we want to share. Topics may include; what makes a good advisor, how emotions affect markets, mass media manipulates readers to make changes in the market, buy high sell low – knee jerk reactions, living longer – financial realities and so on.

Re-Framing the Next Downturn

Re-Framing the Next Downturn
September 1, 2019

“It feels like people have been worried about the next recession every day since the last one was over. I get it. Recessions aren’t fun. But you can’t constantly remain in the fetal position simply because you know the economy and markets eventually have a downside.”

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How Often Is It a Stock-Picker’s Market?

How Often Is It a Stock-Picker’s Market?
April 1, 2019

“One of the reasons it’s so difficult to outperform the market is because so many individual stocks themselves underperform the market. It’s not a symmetrical distribution where half the stocks outperform and half underperform.”

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