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Quarterly Newsletter – Fourth Quarter 2022

See Full Newsletter Here QuarterlyQ4_2022

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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.  

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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…

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Bryan’s Blog September 2022

My first “investment” was in a savings account at a local bank. I remember that I was taught to track the interest in the passbook so that I could watch the funds grow, albeit very, very slowly. The main reason that savings and checking accounts don’t pay much interest is due to their inherent “safety”.…

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Bryan’s Blog August 2022

Our dog Graham is a handful, and then some. He is a solid 100-pound yellow lab. Looking at Graham, one would think that he shouldn’t have a worry in the world. He is king of our household, eats well, sleeps in our bed, goes out almost whenever he would like and gets away with just…

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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.  

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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…

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Bryan’s Blog May 2022

Many years ago, sailors believed that mythical creatures called Sirens would lure them to their watery graves. The thought was that these half human creatures would sing an enchanting tune that no sailor could deny. In the sailor’s quest to get to the Sirens, they would meet their end, often crashing on hidden rocks. While…

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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.

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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.

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