THE EXCHANGE

Our objective for The Exchange is to provide an avenue for our team to deliver timely insights to our clients and followers. Posts center around either Investment Commentary and Strategy or Comprehensive Financial Planning Issues. On both fronts, we aim to deliver timely and relevant information that cuts through the noise that so often consumes the financial media.

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07/01/2020

Investment Committee Update

What’s in store for the Second Half? Despite only being half way over, 2020 has firmly placed itself in the record books in many ways. Throughout these unprecedented times, our robust investment process remains unaltered; including bi-weekly (now virtual through WebEx) Investment Committee meetings, Company Earnings Calls, and Manager Due-Diligence Meetings. We remain as passionate […]

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05/01/2020

Pandemics and Market History

Can History help us make better decisions about the future? As we mentioned in our last email update, “History repeats itself, or the very least it rhymes.” The brief history of Sir Isaac Newton is a direct example of this quote. In 1665, the University of Cambridge temporarily closed due to fear of the Bubonic […]

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03/20/2020

How to Think About Volatile Markets

In periods of volatility such as the one we are going through right now, it is our goal as your trusted advisors to communicate frequently and provide context and meaningful analysis in what has been an ever-changing news cycle and a very emotion driven market environment. To that end, we want to do a couple […]

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