Newsletter & Blog
Our latest research and news.
How Do You Think About Cryptoassets?
This week, Steve and Travis discuss characteristics of Cryptoassets and what you should consider when investing.
read moreAre You a Trader, or an Investor?
This week Steve and Travis discuss why volatile markets cause people to lose focus, tempting long term investors to become short term traders.
read moreQuarter 4 2020 Market Commentary
If there were ever a year society was eager to close the book on, it would be 2020. For many, last year was taxing on our health, emotionally and financially. We have yet to fully grasp the long-term consequences of the COVID-19 crisis. People and organizations continue to grapple with an unpredictable future. As our foresight shrinks, we all crave a sense of confidence about tomorrow, and our addiction to prediction grows. However, our desire for…
read moreWhat’s in an Index?
This week, Steve and Travis discuss characteristics of well-known market indexes, how they differ, and why those differences matter.
read moreHow Does the Low Interest Rate Environment Affect You?
This week, Travis and Steve discuss the impact of low-interest rates on your investments, loans, and savings.
read moreHeading Into the New Year; Is Your Estate Plan in Order?
This week, Steve and Travis discuss several elements of estate plans and why each component is essential to your plan's success.
read moreWhat Are Your Financial New Year’s Resolutions for 2021?
This week, Travis and Steve discuss themes that should be on your financial new year's resolution list as we approach the new year.
read moreNovember ’20 Market Commentary
As a rule, people prefer certainty to uncertainty. Uncertainty feels painful, something to be avoided. Certainty, on the other hand, feels safe, and we tend to steer toward it. When we are uncertain, we look to similar others to provide us with the correct actions. The more people undertaking that action, the more we consider that action valid- regardless if the group’s activity is rational or irrational. Ben Graham writes, “You are neither right nor…
read moreHow Do You Define Retirement?
This week, Steve and Travis discuss how the traditional definition of retirement is outdated and how you can think differently about what retirement means to you.
read moreWhat Planning Strategies Should You Consider as 2020 Draws to a Close?
This week, Steve and Travis discuss strategies worth considering as we approach the end of 2020.
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