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 advisory 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.
2019
OCTOBER: The Scariest Part of Investing
SEPTEMBER: A Better Way to Invest
AUGUST: Modern Wealth Management
JULY: Four Financial Realities That All Retirees Must Face
JUNE: What Works Isn't Always Working
APRIL: Sweating the Details
MARCH: The Race Is Not Always To The Swiftest
FEBRUARY: Building on Bogle
JANUARY: Safety and Bravery
2018
DECEMBER: Here's The Prescription
NOVEMBER: Becoming Servo
OCTOBER: Every Which Way But Loose
SEPTEMBER: Twenty Years In The Making
AUGUST: The Very Best of Something
JULY: TIME For a Different Approach?
JUNE: Less But Better
MAY: Words On Wealth
APRIL: Wanted: For Hazardous Journey
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
NOVEMBER: Fixated On Risk
OCTOBER: Indexing Is Not Enough
SEPTEMBER: Managing Market Highs
AUGUST: You Don't Have To Outrun The Bear
JULY: Buy Lower, Sell Higher
JUNE: This Is Your Brain On Investing
MAY: Perspective, Recency, and Patience
APRIL: Are Taxes Taking Your Portfolio's Profits?
MARCH: The Most Important Lesson From The Last Seven Years
FEBRUARY: The Best Moves In A Bad Market
JANUARY: Sixteen Years Gone
2015
DECEMBER: Sizing Up The Value-Stock Slump
NOVEMBER: When It Comes To Bonds, Balance Is Key
OCTOBER: Where Are The Gains From International Diversification
SEPTEMBER: A Bad Month For Stocks? It's About Time
JULY: The Biggest Financial Risk In Retirement
JUNE: The Simplest Principles Are The Most Profitable
MAY: What New Highs Really Mean For Investors
APRIL: Examining ETFs
MARCH: All That Is Left Is Discipline
FEBRUARY: The Value Of Sound Investment Advice
JANUARY: Long Term Is The Only Term That Matters