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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03/01/2020

First Quarter 2020 Newsletter

As February began, markets were reaching all-time highs and most of us investors were at most keeping one eye on the coronavirus spreading primarily in China. The rest of the outbreaks were quite isolated throughout other parts of the world. The general consensus was the illness would be contained to China and, “Not a big […]

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11/04/2019

4th Quarter Newsletter

Good afternoon and we hope this newsletter finds you well. As we begin the final leg of 2019, Keith has written the following piece recounting some lessons learned from training (and running) in 3 marathons. We think you will find that they are equally as applicable to investors as they are runners. What do Marathons […]

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The Case for Normal Returns

From the market lows in 2009, the US stock market has rallied an impressive 320%! (DJIA low of 6,469 to on 03/06/2009 to 27,359 on 07/15/19) After such a long period of strong stock returns, it is natural for investors to ask themselves the question “How long can this continue, and after a strong run do we […]

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