Changing Lanes: “Balanced” Portfolios
Picture that you are driving on the highway but stuck in bumper-to-bumper traffic. As you crawl along, you notice that the adjacent lane …
Acadium Insight
The Debt Ceiling
The story is always the same: we hear that Social Security checks might not go out and how government services will imminently shut …
Basics: Investor Fitness
Of the cornerstone investor concepts, there is one that is more decisive than all others in delivering a superior investment outcome. We think …
Basics: South Florida or The Sahara Desert?
Imagine a world where you could choose where to live based on climate alone. In one corner, you have the picturesque Southwest Florida, …
Basics: The Power of Equity Dividends
It’s important for investors to know the basics, but many people only have a partial understanding of key ideas. One of these ideas …
2023 Annual Client Letter
Just when it started to feel like the crises of 2020 and 2021 were starting to fade, 2022 had other plans for us. …
History vs Headlines
We either are or are not currently in the thirteenth recession in the modern era since the Great Depression. Even though we have …
Acadium Roundtable
First episode of Acadium Financial Partners. Round table with Dawna Duclau (Planner) and joined by Frank, Thomas and Lindsey to discuss questions that …
2022 Midyear Client Letter
As our readers are aware, this letter arrives during a bear market and likely an economic recession. This follows an extraordinarily strong and …
Thoughts on the Bear Market
The primary function of financial journalism seems to be terrifying us out of ever achieving our financial goals by shrieking about the market’s …