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Six Months or Six Years??

Market Content | Optimism

Warm summer greetings! Some days it feels like six months and some days six years, but we are indeed now just over halfway through this historic year of 2020. So much for perfect (20/20) vision. Who could’ve guessed what life and the market would’ve presented to us in the coming months when we welcomed this new year and decade back in January?

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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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Metabolism and Maslow

Market Content | Planning

Good morning! Last week, dinner tables—this week, metabolism. The broad scientific definition of metabolism is a set of processes within a living organism that occurs in order to sustain life. For us, we usually refer to the word as how our bodies turn food into useful energy and we’ve been stuck on this idea as a helpful analogy to…

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C is for Cheaper

Market Content | Planning

Good Monday morning (again)! Believe us, we’d rather NOT be sending market updates weekly, but things are moving quickly and we hope we can be a helpful voice in the midst of all of this. Our  last two updates  touched on coronavirus as its spread seemed to spark the market turbulence that is now entering its third…

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Coronavirus and Combatting Fear

Market Content | Planning

Good Monday morning!  We sent a note on coronavirus and market turbulence mid-week last week.  We noted that the news may get worse before it gets better and since then we’ve certainly seen more market declines and headlines that tempt us to fear and frazzle. This one touches each of our day to day lives in a way unlike…

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Coronavirus & Recent Market Turbulence

Market Content

Since we sent our 2020 market outlook letter just over a month ago, investors have added coronavirus to the list of near-term worries. We certainly don’t blame anyone for feeling unsettled about this global—though still mostly limited to China—health threat and we have plenty of compassion for those directly affected. Prior to this week, global markets had…

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New Decade, Same Optimism

Market Content | Optimism

Happy New Year! We welcome 2020 with great hope and expectation for the years ahead. A decade ago, we were less than a year off the bottom after one of the worst bear markets in history as the global financial crisis unfolded in 2008 and 2009. Things didn’t feel so great at the time with…

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Bears and Warthogs, Oh My.

Market Content | Planning

Our bodies are a wonder; a delicately balanced mix of interconnected systems that help us navigate the world around us. One example is the stress response system and we thought it might be fun to dive in to see what it can teach us about successful investing. Hang with us, we promise we’ll bring it around. When…

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