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Jan 20 2020Client 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.Oct 11 2019Investment Newsletter 4Q19
Read Stuart's investment newsletter for a quick update and refresher on the markets, economy, and how they affect your investments.Apr 9 2019Investment Newsletter 2Q19
After one of the worst quarters in a couple of years, risk assets recovered strongly in 1q19. Here's an update on our view of the world and markets...Jan 16 2019Investment Newsletter 1Q19
We had started 2018 being cautiously optimistic for asset returns. Here's our thoughts on the markets and investments over the last year.Oct 15 2018Investments 101: High Yield Corporate Credit: Don’t Worry, Be Happy?
The US high yield corporate bond market is pricing in benign news for future credit defaults. Could this impact your other investments? Read to find out!Oct 8 2018Investment Newsletter 4Q18
We entered 2018 cautiously optimistic on the markets. However, we are growing more cautious. Learn why and what changes we made in August.Jul 9 2018Investment Newsletter 3Q18
We have been looking for ways to reduce risk and expense. Read about the 5 major changes that impacted your portfolios this last quarter.Apr 20 2018Investment Newsletter 2Q18
At face value, 1q18 seemed like a fairly calm quarter. However, face value masks the rocky ride markets have experienced. Read more...