Market Insights for Q1 2023
After a blighted 2022, the market looks to rebound. Asset allocation tilts include: Value, International, and Treasuries. Charts and commentary included in this important video on investment portfolio construction.
We Are Thankful
This Thanksgiving season, we are thankful for many things, including Eugene Fama, a.k.a., "The Father of Modern Empirical Finance." Fama's Nobel winning work helps frame how markets are efficient. One of the implications for this is a de-emphasis on beating the market. In turn, we believe a smart pivot is to focus on returns net of fees and taxes.
Social Security: Choosing When to Claim
One of the most complex and important financial decisions you can make is when to claim Social Security. Here are some key points and considerations to think about when you should claim Social Security.
The Boston Thesis
The Boston Thesis is that Americans can fight debt and taxes, just as our revolutionary forefathers did, in order to create financial freedom which is key to actualizing life's goals.
Undaunted Courage: Remember a Guide
Sacagawea was one of many critically important guides for Lewis and Clark on their expedition. Financial planners can be today's critical guides helping people arrive safely at their destination of choice.
Time in the Market, Not Timing the Market
Timing when to get into or out of the market is less valuable than time spent in the market.