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Unity & Hope

Culture and Values

On Tuesday of this week, there were 30 million posts on Instagram with the hashtag #blackouttuesday, an encouraging display of solidarity in the midst of much division. We’ve also of course witnessed plenty of unrest & turmoil over the past ten days which we know amplified an already challenging and unsettled environment for many of…

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Welcome Rick Lee

Culture and Values

We recently sent a note about embracing innovation highlighting a few of the ways we’re working to get better for clients. It’s a commitment we take seriously and there’s much work to be done to make sure it happens. That’s why we’re excited to welcome the newest member of the Tschetter Group team, Rick Lee.…

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Embracing Innovation

Culture and Values

Last week during Microsoft’s quarterly earnings call, Microsoft CEO Satya Nadella suggested that the world has seen two years’ worth of digital transformation in two months. Tough to know for sure if he’s right, but it rings true. We’ve likely all experienced this acceleration as we try to stay connected to others in new ways with quarantine…

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When Restraint Feels Like Foolishness

Market Content | Planning

There are times when restraint and patience may feel like foolishness. In investing, these times typically feature an “obvious thing to do”. During the late 90’s build of the first internet bubble, it seemed obvious that the easy money was betting on the latest Silicon Valley IPO. The business model, prospects for earnings and cash flow, and any real consideration of valuation (paying a reasonable price) was pretty well thrown out the window at the height of the frenzy; all that was required was a “.com” for admission. So “obvious” was the formula for investment success, that some even quit their jobs to day trade and reap the easy rewards.

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A Quick Hello & Market Update

Market Content | Optimism

First of all, let us start by saying we hope this finds you healthy and well. A clear silver lining to this topsy turvy market environment is that we’ve been in frequent touch. Hopefully you’ve found our  weekly letters  helpful and we’ve very much enjoyed the recent phone calls and emails where we get to hear how…

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Resistance and Growth

Optimism | Planning

Good Thursday morning! Another week and much more we could say, but we’re mostly writing to wish you a happy Easter. To say it’s been an eventful past seven weeks would be an understatement to say the least. The pace and scale of global change is unprecedented and the way we’ve felt and experienced it is on…

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