The World Reopens
The U.S. economy continues to bounce back from the worst of the pandemic.
Author: Alan Hartley, CFA
Be Proactive
It is the rare individual, one who plans ahead, that has the resolve to invest additional capital when others are fearful.
Sometimes Discipline is Quickly Rewarded
Our discipline and new commitments made during last year’s drawdown were rewarded this quarter.
A Reason to Sell
Good money management isn’t just finding great investment ideas, but it’s also having a thoughtful approach for when to sell.
Despite the U.S.-China Trade Dispute, We’re (Still) Positive Stocks
We aren’t selling stocks today. We’re buying more–because we trust our process and the drivers behind it.
Stock Markets Presently Offer Short-term Gains, and Long-term Pain
While markets may continue to climb to new heights, they do so on the shaky foundation of high operating margins and above-average P/Es. And that’s a recipe for disaster.
The Pivotal Mistakes that Cripple Family Wealth
By avoiding these pivotal mistakes, we can make great strides in becoming good financial stewards.