Filter Blog by:
  • May 5 2022
    Investment Update: May 2022

    As recently mentioned in the quarterly newsletters in January and April, your portfolios entered the new year with a moderately cautious stance.

  • Feb 24 2022
    Investment Update: February 2022

    Given the recent market volatility, I want to give you a quick update on your investments. Here's how we are monitoring your portfolio...

  • Jun 2 2021
    What’s the Secret to Investing?

    True investing success boils down to hard work and patience, or what I like to call discipline. Let’s take a look at three types of discipline...

  • Sep 11 2020
    Investment Update and Comments on Jobs (How Many and How We Work)

    We wanted to address a couple of points following last week’s update. We have gone slightly more defensive in your portfolios...

  • Apr 1 2020
    SECURE Act of 2019
    How SECURE Should We Feel about DC’s New Tax Laws?

    In the last weeks of 2019, congress passed numerous new laws that have investors scratching their heads. Let’s look at the SECURE Act to find out why...

  • Mar 18 2020
    Separating Emotions from Investing is Key to Surviving Coronavirus.

    These last few weeks have been a roller coaster. Here's what we have been doing and what you can do in this time of uncertainty...

  • Mar 6 2020
    white ceramic mug on white table beside black eyeglasses
    Investment Update: Did the Market Just Catch a Cold, or Is It Terminally Ill?

    In this update, I want to cover a few areas that could suggest stabilization in the market and also a few caution signs we are carefully watching.

  • Feb 25 2020
    shallow focus photograph of black and gray compass
    Investment Update: February 2020 

    Due to recent market volatility, I want to give you an update on how we're reducing risk exposures while staying the course on your unique needs and goals.

  • Jan 20 2020
    Client Newsletter 1Q20

    We had an incredible 2019, but will that create some unhealthy financial habits? Read Petr's thoughts on 2019 and what to look forward to in 2020.