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.

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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Should You Ignore Financial TV?

Should You Ignore Financial TV?
March 1, 2019

“This one is a bit of a softball, and you can probably guess what my answer is. But given that the end of the year was yet another apocalypse du jour and that retirees often worry themselves into making poor portfolio decisions during that sort of event, I wanted to discuss it in more detail.”

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“Where does our money go?!?!”

“Where does our money go?!?!”
January 1, 2019

It’s the start of a new year. A time for resolutions, goal-setting, reflection of the last 12 months and a fresh start. Financially, it can be a very depressing time. The holidays are over and now you must face the harsh reality of your generosity over the gift-giving season. That said, receiving your January credit card statement should not be an anxious experience. In actuality, your credit card statements are excellent budgeting tools that not enough people use to their advantage.

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