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.

Blog

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

Featured Posts

The Stock Market Had a “Correction”—Now What?

Financial professionals generally describe any decline of 10% or more from a previous peak as a “correction,” although it is unclear what investors should do with this information. Should they seek to protect themselves from further declines by selling, or should they consider it an opportunity to purchase stocks at more favorable prices?

Read More »