2022 Spring/Summer Newsletter

Read more

2022 Winter Newsletter

Read more

Fall/Winter 2021 Newsletter

Read more

Spring/Summer 2021 Newsletter

Spoiler Alert: The biggest economic risk is the one that no one is talking about...And are stocks too risky? We also talk bitcoin & taxes....

Read more

2021 Annual Letter to Our Clients

Our 2021 letter to clients, managing finances in the gig economy and the exciting updates on the team accreditation....

Read more

A picture is worth a thousand words.

Looking back at our article from the Spring/Summer newsletter where we spoke on “this time it is not different”. I feel for our long-term clients who have heard us regurgitate this before. However, as we fast forward 5 months since we penned the arti...

Read more

This Time IS NOT Different.

I feel like I communicated something quite similar in 1997 (economic crisis in Asia), 1998 (collapse of Long term Debt), 2000 (collapse of technology bubble), 2001 (9/11), 2002 (second wave fallout of 9/11), 2007/2008/2009, 2010 (Greece sovereign deb...

Read more