Investments

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  • Mar 6 2020
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    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
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    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
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    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.

  • Oct 11 2019
    magazine of the stock market and investments update
    Investment Newsletter 4Q19

    Read Stuart's investment newsletter for a quick update and refresher on the markets, economy, and how they affect your investments.

  • Jul 11 2019
    magazine of the stock market and investments update
    Investment Newsletter 3Q19

    Read Stuart's letter for an update on the markets and investments. The strong rally in 1q19 is flattening out and low-interest rates have limited downside.

  • Apr 9 2019
    magazine of the stock market and investments update
    Investment 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...

  • Feb 4 2019
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    2018 Was Truly an Unusual Year for Markets

    You can read about our outlook for 2019, but in the meantime, here are 3 facts that made the year 2018 truly unusual in recent market history.

  • Jan 16 2019
    magazine of the stock market and investments update
    Investment 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.

  • Jan 7 2019
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    Not All Investment Income Is Created Equal Because of Taxes: Case Studies

    The income you earn on investments can often be deceiving. Read how taxes can affect your investment income and how we can help your complex situaiton!