WARNING! Use Extreme Caution! | January 1, 2022

WARNING! Use Extreme Caution! “After two years of ‘up, up, up’ this must be a great time to be an advisor – it just doesn’t get much easier than this!” This theme was more common than expected as we exchanged holiday wishes with friends and clients. The reality is just the opposite. This environment is […]
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Valuations Only Matter on the Way Down | December 4, 2021

Valuations Only Matter on the Way Down The long-term investing lessons still apply. Like a game of musical chairs, you never know when the music will stop. Attempting to time markets is a hope, not a strategy. In our view, the better option is to keep your risks balanced and allow markets to give the […]
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Wherever You Go, There You Are | November 27, 2021

Wherever You Go, There You Are At the risk of sounding like a broken record, we find the current market valuation to be very high. But rather than just say that, we thought it might be helpful to give some perspective around that comment. (Please note that this comment was penned prior to the market […]
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Stepping Back | June 12, 2021

Stepping Back Stocks are expensive and inflation combined with low rates increases risk in bond portfolios. We’ve been spoiled by unusually high returns for a long time. It’s time to temper expectations. Alternative Investments can help manage risk and produce reasonable returns. It’s very easy to get caught up in the day-to-day, week-to-week action in […]
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When it Absolutely, Positively Has to Be There… | February 20, 2021

When it Absolutely, Positively Has to Be There… Those old enough will probably recognize our title from the iconic Federal Express tagline ‘When it absolutely, positively has to be there overnight’. When the pandemic hit almost a year ago, one of the key words of the time was delivery. Groceries were delivered in record amounts, […]
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