2024 Annual Client Letter
Just twelve months ago, our annual client letter began with a look back at global markets in 2022. The Dow, the S&P500, and […]
2024 Annual Client Letter Read More »
Bonita Springs/Palm Beach Gardens/Stuart 877.604.6322
Just twelve months ago, our annual client letter began with a look back at global markets in 2022. The Dow, the S&P500, and […]
2024 Annual Client Letter Read More »
We are even more delighted than usual to report to you at midyear on the events of the last six months. Tom, Frank,
2023 Midyear Client Letter Read More »
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
Changing Lanes: “Balanced” Portfolios Read More »
The story is always the same: we hear that Social Security checks might not go out and how government services will imminently shut
Of the cornerstone investor concepts, there is one that is more decisive than all others in delivering a superior investment outcome. We think
Basics: Investor Fitness Read More »
Imagine a world where you could choose where to live based on climate alone. In one corner, you have the picturesque Southwest Florida,
Basics: South Florida or The Sahara Desert? Read More »
It’s important for investors to know the basics, but many people only have a partial understanding of key ideas. One of these ideas
Basics: The Power of Equity Dividends Read More »
We either are or are not currently in the thirteenth recession in the modern era since the Great Depression. Even though we have
History vs Headlines Read More »
These portfolios illustrate the performance of different global stock/bond mixes and highlight the benefits of diversification. Mixes with larger allocations to stocks are
Impact of Diversification Read More »
2022 so far has welcomed us with a two-headed threat of the geopolitical crisis in Ukraine and the highest domestic inflation we have