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Investment Shock Absorbers

Ever ridden in a car with worn-out shocks? Every bump is jarring, every corner is stomach churning, and every red light or sudden stop is an excuse to assume the brace position. Owning an undiversified portfolio triggers similar reactions.

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20 Years As an Advisor: A Look Back

2016 marks my 20th anniversary as an advisor and I am proud to say that after all these years I still love coming into work every day. Looking back over the years, I can’t help but marvel at the strides we have made together.

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Thirty Days After the Brexit Vote – What Have We Learned?

On June 23rd, citizens of the United Kingdom voted to leave the European Union. The two trading days that followed the referendum vote saw various global equity markets fall between 4 and 8%. Media sources reported and hypothesized on the long-term implications of the referendum. There was much hype and noise – and in hindsight a market overreaction. A month later the investing world is a calmer place.

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