How Did You Learn to Manage Money?
January 30, 2024
“Uncle Steve, we aren’t taught anything about saving in Fiji.” I said, “I hear the same thing in America.” It was my great pleasure to
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End of an Era?
October 23, 2023
For at least a decade two non-traditional factors have supported stocks—“free” money and a virtually zero interest rate environment (the latter an inevitable consequence of
Plan of Participation
August 25, 2023
Steve: Investment management begins with investing philosophy. Some of the bedrocks of ours include risk management, diversification, and participation. Not only do we seek to
Artificial Intelligence
August 1, 2023
What can be said about Artificial Intelligence (AI) that hasn’t already been said? Frankly…nothing. It is obviously the current buzzword and major influencer in the
Ordering Our Affairs
July 26, 2023
More and more—both personally and professionally—we experience the awkwardness and ramifications of people not being ready for life’s predictable (or unpredictable) challenges. One of the
Goal vs Plan
July 26, 2023
“Wow” is about all I can say about a recent backpacking trip with a group of younger friends up into the core of The Enchantments!
Serenity During Times of Turmoil
March 2, 2023
From time to time, I find myself reflecting on things or people who have significantly influenced me. Recently I pondered the picture that perpetually hung
Yesterday’s Problems
August 24, 2022
Hopefully our clients realize that every position we selected for their portfolio is extensively vetted via an exhaustive process; a process that not only justifies
Opportunities vs Losses
October 5, 2021
I recently had a conversation with someone who said that at the beginning of the pandemic he liquidated much of his investment portfolio, leaving it
Distractions
June 10, 2021
John Bogle, founder of Vanguard, once said “The stock market is a giant distraction from the business of investing.” I agree and consider it one
