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Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document. If you would like to receive a full digital copy please contact us.

For this month’s Reality Check, we wanted to discuss the topic which has recently highlighted in the financial media – inflation. Here is what we don’t and can’t know: An acceleration in inflation is a distinct possibility as the economy continues roars back – particularly given another jolt of stimulus. We don’t know for sure that…

Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document. If you would like to receive a full digital copy please contact us.

Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document. If you would like to receive a full digital copy please contact us.

  ​For this month’s Reality Check, we are revisiting a chart that we recently shared in our Quarterly Newsletter. We felt that it was worth another view to keep you disciplined and focused on the long-term regardless of the outcome of the election. ​If you any questions about this topic or wish to receive our Reality…

Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document. If you would like to receive a full digital copy please contact us.

For this month’s Reality Check, we are revisiting a familiar topic: Volatility. We have become all too familiar with it as the world continues to deal with COVID-19. The way we perceive volatility is clouded by what we perceive as normal. Recency bias, the financial media and our own personal experiences with investing all tie into that…

Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document. If you would like to receive a full digital copy please contact us.

As we continue to deal with the disruption caused by the coronavirus pandemic, we have started to see a sense of calm settle across the global markets. You may be asking yourself: “Will this last?”, “What if there is a second spike?” or “What if the market crashes again?” These questions are valid; however, they…