Sharing our knowledge, experience, and perspective. Stay informed and up-to-date with interesting articles, educational content, and market insights from our advisors.
Sharing our knowledge, experience, and perspective. Stay informed and up-to-date with interesting articles, educational content, and market insights from our advisors.
Room For Error
Every once in a while, I read a book that I think everyone should read. I know that not everyone may love it as much as I do, but I recommend that everyone read the book The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness by Morgan Housel. I love...
The Neuroscience of Trust
In my client relationships, trust is the most important factor. Companies that foster a culture of trust have been shown to have more productive, collaborative, and long-lasting employees. I believe the research presented in the Harvard Business Review article would...
What is Helping Us Through this Winter Season
We wanted to share some things that are helping us to make it through the Winter Doldrums: Nyda Bannerman – “Football is a great distraction from everyday life and not-so-sunny days. My granddaughter (see picture below) brings light to my being - she is always smiling...
How to Talk to a Widow
I am passionate about helping women. I want women to feel comfortable and, ideally, empowered by their finances. I know that this is often not the norm. Widows are particularly vulnerable and need emotional and financial advice upon the death of a spouse, which is why...
Fourth Quarter 2022 Client Investor Letter
Financial markets recovered in the fourth quarter, providing some relief in a historically challenging year. There's still a lot of uncertainty, and we expect to see volatility in the coming months. Nonetheless, our investment approach remains steadfast - we're...
Democracy & Investment Returns
A couple of years ago, when our democracy was questioned, I embarked on a research project to ascertain how important democracy is to investment returns. Using this Wiki link https://en.wikipedia.org/wiki/Democracy_Index, I sorted the world’s countries by the strength...
Moneyball in the World Series
My family and I are watching and enjoying more postseason Major League Baseball games this year. Is baseball popularity back, or maybe our interest was sparked by the "local" Phillies making an improbable playoff run or coaching Princeton travel baseball the last few...
Third Quarter 2022 Client Investor Letter
The financial markets have been relentless in the year's first nine months. Market downturns are not enjoyable for anyone, and everything from stock prices to the media and even friends challenges our conviction to be long-term investors. While we cannot be sure how...