We approach each client engagement with an open mind and no preconceived notions of what you should or should not do. We are objective advisors with no agenda but yours. This is why we listen first and perform thorough and efficient fact finding. By asking the right questions, we achieve clarity about our client’s goals. Through an unfiltered, open … Continue reading Financial Planning
Covid-19 (Coronavirus) update
Please see our Covid-19 (Coronavirus) update here.
The Uncommon Average
The US stock market has delivered an average annual return of around 10% since 1926. But how often have the stock market’s annual returns actually aligned with its long-term average? Read More
1Q19 Market Review
Our 1Q19 Market Review is available here & archives are here
2018 Annual Market Review
Our 2018 Annual Market Review is available here
2017 Market & Economic overview
Our 2017 Market & Economic overview is available here.
When Rates Go Up, Do Stocks Go Down?
Research shows that, like stock prices, changes in interest rates and bond prices are largely unpredictable. Read More
Why Should You Diversify?
Investors can benefit from consistent exposure in their portfolios to both US and non-US equities. Read More [article from March 2016]
GDP Growth and Equity Returns
Many investors look to gross domestic product (GDP) as an indicator of future equity returns. Read More.
What do you regard as the most difficult period in the financial markets during your 25 years in the investment business?
Dave Butler from DFA offers a sports example to help investors apply discipline in a stressful market. Read More.