Newsletter & Blog
Our latest research and news.
Quarter 1 2021 Market Commentary
When we buy a company’s stock, we know the worst-case scenario – you can lose 100% of your investment. The best-case scenario is unknown – our upside is endless. . .
read moreIf An Investment Sounds Too Good To Be True, It Is.
This week, Steve and Travis discuss lessons we can learn from the Bernie Madoff saga.
read moreAre You Struggling With The Life-Changing Loss Of A Spouse?
This week, Steve and Travis discuss how planning ahead helps lighten the burden when coping with the loss of a spouse.
read moreAre you concerned with the potential cost of your children’s college education?
This week Steve and Travis discuss the return on investment for higher education and several methods to help plan for and fund your family's education goals.
read moreShould we be worried about the surge in money supply?
This week Travis & Steve discuss growth in the M1 money supply and why some data, at first glance, can be misleading.
read moreWhat does your NCAA tournament bracket have to do with investing?
This week, Steve and Travis share their bracket winners and discuss why different investors are playing different games.
read moreFebruary 2021 Market Commentary
Successful investing isn’t exciting. It’s the methodical collection of many small wins periodically interrupted by demoralizing setbacks. Your small victories, patiently accumulated over time, unlock the magic of compounding. But that’s boring; even intelligent people struggle to take it seriously….
read moreDoes income planning for retirement have you feeling anxious?
This week, Travis and Steve discuss how rule of thumb withdrawal strategies fall short for retirees and why a disciplined, planned approach is a more reliable option.
read moreHow do Donor Advised Funds fit into your giving strategy?
This week, Steve and Travis discuss the advantages of Donor Advised Funds and how they create a tax-efficient, flexible, simple way to support your favorite charities.
read moreWhy are Special Purpose Acquisition Companies (SPAC) becoming so popular?
This week, Steve and Travis discuss the recent spike in demand for Special Purpose Acquisition Companies and what you should be aware of before investing.
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