2022 Annual Client Letter
It seems like only a moment ago that we first heard the word COVID-19. While we were struggling to adjust to all of […]
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The Real Health of Your Wealth
A friend recently told me about an exercise stress test that he had. EKG monitor leads were attached, and then he was asked
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Put The Planning In Estate Planning
Your last will and testament may sound like the definitive word on your estate. But while it’s important to have your basics covered,
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2021 Midyear Client Letter
As America continued to recover from the COVID-19 pandemic in the first half of 2021, the economy and the equity markets made significant
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The Next Normal
A year ago, at the end of March 2020, the S&P 500 was down nearly 20%1 and the world was scrambling into lockdown.
The 6 Stages of Retirement
When it comes to retirement, mental and emotional preparation are just as important as financial preparation. In the process of planning for retirement,
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To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a
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A Personal Letter to My Clients, Looking Back at an Unusual Time
Exactly one year ago, the March brokerage account statements from Acadium had just been published online and were just beginning to arrive in
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Acadium Insight: Our Perspective On Pullbacks
It seems that every new year brings the same question – “Tom: what are your projections for the upcoming year? Is the market
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2021 Annual Client Letter
We have been looking forward to writing this letter for the new year for eight months. This year, we became experts at ordering
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