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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10/12/2018

Lessons From The Financial Crisis

September 2008 – The Month I Will Never Forget! Part 6 – “Lessons Learned” By Keith Albritton Whether you read all, one or none of the first 5 articles, perhaps this FINAL article is the most important.  I truly hope you have enjoyed the series on the Financial Crisis, however, without learning valuable lessons we […]

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10/05/2018

September 2008: The Month I Will Never Forget

The following is an archive of a series of 5 notes Keith shared with clients during the month of September 2018 reflecting back on the Financial Crisis, and specifically, the Month of September 2008 ten years after. These notes are inspired by and excerpts from a journal that Keith began during 2008, and has continued to […]

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05/01/2018

May Investment Update: Volatility, Growth, and Interest Rates

In many year-end reviews last December, we discussed with several clients that while we did not know when it would occur, a correction was likely, and would be healthy for the markets as it would shake out the weak hands of short-term traders and form a foundation on which the market could build. In addition, we told many clients to […]

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