2020 Half Time Report – An Unforgettable Year

2020 Half Time Report – An Unforgettable Year

1st Quarter 2020 Commentary Let me begin our January 2020 letter by saying what an absolute personal and professional delight it is for us to be your financial advisors. I probably don’t say often enough how much I enjoy working with such a great team of people as we...
Client Letter January 23rd, 2019 : Q1

Client Letter January 23rd, 2019 : Q1

In my inaugural annual client letter in January of 2018, I expressed concern about how bullish and less volatile the market had become. That letter was a reminder that volatility is a reality and the absence of volatility (that we had been enjoying through most of...
Client Letter March 29th, 2018 : Conflicts of Interest

Client Letter March 29th, 2018 : Conflicts of Interest

Client Letter March 29th, 2018 : Conflicts of Interest They are ubiquitous. They are in every interaction… in every human relationship… in every transaction. We can’t name them all. They aren’t even all bad, but it is good to know they are there as they are often...