Posts

Just a Little Patience: Bryan’s Column

My daughter Addy is an athlete. She has worked extremely hard to train her body and mind, often exercising at least twice a day. Recently Addy has had some issues with her feet. She is one of the 15% of the population with an extra bone in each foot that can lead to tendon discomfort.…

Read More

Q4 Quarterly Report

QuarterlyQ4_2022

Read More

Quarterly Newsletter – Third Quarter 2022

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.  

Read More

Reality Check – New Actors, Same Movie

For this month’s Reality Check, we wanted to discuss how one should deal with all of the events that are being highlighted by the financial media as the drivers of the markets decline. While increased volatility in the capital markets is not pleasant, with a longer-term focus, this volatility is just noise. The best strategy is…

Read More

Quarterly Newsletter – Second Quarter 2022

  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.  

Read More

Reality Check – Siren Song

For this month’s Reality Check, we wanted to discuss how one should deal with all of the events that are being highlighted by the financial media as the drivers of the markets decline. While increased volatility in the capital markets is not pleasant, with a longer-term focus, this volatility is just noise. The best strategy is…

Read More

Quarterly Newsletter – First Quarter 2022

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.

Read More

Quarterly Newsletter – Fourth Quarter 2021

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.

Read More

Quarterly Newsletter – Third Quarter 2021

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.

Read More

Congratulations Christopher Blair!

We wanted to take a moment to congratulate Chris on the successful completion of the Certified Private Wealth Advisor® designation. This designation is a commitment to his ongoing personal development. If you would like to speak to Chris about how this designation adds value to your experience as a client or if you would like to discuss anything else, please…

Read More