Blog

Spring/Summer 2021 Newsletter

Posted on: May 17, 2021

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.

A picture is worth a thousand words.

Posted on: October 1, 2020

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 article – clearly this is information that bares repeating.

2021 Annual Letter to Our Clients

Posted on: January 21, 2021

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

This Time IS NOT Different.

Posted on: June 1, 2020

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 debt crash and the Dow Jone’s worst intra day point loss), 2011 (august short term bear market), 2015 (commodity linked sell off), 2018 (pause of bear market and drop of 20% from sept to Christmas eve) and now 2020 (how am I still standing)?