facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Client Letters

2024 07 The Iceberg Thumbnail

2024 07 The Iceberg

A brief recap of our quarter in review, alongside some key notes regarding our investment philosophy and what the future holds for technology, AI, and the impact it holds on investors.

All Letters
2024 04 Comfortably Numb Thumbnail

2024 04 Comfortably Numb

There was a summer in my youth when I listened to the Pink Floyd album The Wall on an endless loop. Despite being 80 minutes long and having 26 tracks, by the end of that summer, I knew every word by heart.

All Letters
Winter Is Coming Thumbnail

Winter Is Coming

Winter is coming... this past year has brought us inflation, speculation about a recession, and a full-fledged bear market. The only thing that's been certain is the uncertainty of it all. Let's wrap up the year discussing the definition of a recession, the Fed's bottom line, and how we should prepare our portfolios for when winter does come.

All Letters
2022 10 21 October Letter to Clients Thumbnail

2022 10 21 October Letter to Clients

Heading into the fall and winter seasons, we should recap a little over recent market behavior, so we can be prepared for what's ahead. As we near the year's end, let's dive into the much-needed conversations surrounding bear market history and inflation vs. recession.

All Letters