Our monthly Factors In Focus newsletter is an essential part of our investment management and advisory services. It is intended to be an extension of our review and counseling efforts, reinforcing core principles and addressing current events within the context of our investment and planning philosophy. Clients are encouraged to read each edition closely and contact us with any thoughts or questions as it relates to the content or their personal financial situation. Topics are often based on requests or derived from actual experiences we have working with clients. Factors In Focus covers themes we feel are essential to achieving a better investment experience.
2018
MARCH: The Interview You Will Never See On CNBC
FEBRUARY: Never Let a Correction Go To Waste
JANUARY: Stock Prices Are Higher, Now What?
2017
NOVEMBER: Legends of the Fall
OCTOBER: Spend It If You've Got It
SEPTEMBER: And Then There Was None
AUGUST: Market Misdirection
JULY: Where We Stand
JUNE: Which FAMA(A)?
MAY: You've Got Me, Who's Got You?
APRIL: Tax-Efficient Investing
MARCH: Knowing Isn't Doing
FEBRUARY: "The Bet," Berkshire, and Better Value
JANUARY: Predictions or Probabilities?
2016
You Don't Have To Outrun The Bear
This Is Your Brain On Investing
Perspective, Recency, and Patience
Are Taxes Taking Your Portfolio's Profits?
The Most Important Lesson From The Last Seven Years
The Best Moves In A Bad Market
2015
Sizing Up The Value-Stock Slump
When It Comes To Bonds, Balance Is Key
Where Are The Gains From International Diversification
The Biggest Financial Risk In Retirement
The Simplest Principles Are The Most Profitable
What New Highs Really Mean For Investors
The Value Of Sound Investment Advice
Long Term Is The Only Term That Matters