Hot Takes with a Long-Term Point-of-View

We dig deep into comprehensive financial planning and investment management topics, current events, and market performance.

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Explore more than a decade’s worth of time-tested tips and thoughtful commentary on the financial world, current events, and even our firm. 

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Diversification

What percentage of your assets is held in stock of your company? Would you buy that much of the stock today? Are you willing to

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