Category: Newsletter

Our midyear Investment Commentary is divided into two parts. First is a brief recap of our shared investment philosophy; second is our perspective on the current situation. As always, we welcome your questions/comments. GENERAL PRINCIPLES You and our team are long-term, goal-focused, planning-driven equity investors. We’ve found that the best course for us is to… Read more »

Over the past six months or so, many people have started to notice prices rising across the economy. Whether it be the housing market, cost of lumber, gas prices, or the cost of groceries, a dollar doesn’t go as far as it did a year ago. While current inflation can seem drastic when comparing it… Read more »

The management of a distribution portfolio is unique and should be designed differently from the management of an accumulation portfolio. However, complex distribution planning is still a developing area within the arena of Financial Planning. After focusing much of your investment lifetime on maximizing wealth accumulation through contributions and rates of return, your attention must… Read more »