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.
AUGUST: The Very Best of Something
JUNE: Less But Better
MAY: Words On Wealth
FEBRUARY: Never Let a Correction Go To Waste
JANUARY: Stock Prices Are Higher, Now What?
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)?
APRIL: Tax-Efficient Investing
MARCH: Knowing Isn't Doing
FEBRUARY: "The Bet," Berkshire, and Better Value
JANUARY: Predictions or Probabilities?
NOVEMBER: Fixated On Risk
OCTOBER: Indexing Is Not Enough
SEPTEMBER: Managing Market Highs
JULY: Buy Lower, Sell Higher
FEBRUARY: The Best Moves In A Bad Market
JANUARY: Sixteen Years Gone