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.


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 Allure (and Danger) of Cryptocurrency

Interest in cryptocurrencies like Bitcoin, Ethereum, and Dogecoin has only continued to grow in recent years. All this attention has many investors wondering what, if any, place cryptocurrencies have in a diversified portfolio, or are they merely speculative investments?

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Climate Change and Your Portfolio

A few clients have asked about how climate change may affect their portfolio, and what we as advisors can do to mitigate risks. Will today’s macro global trends change how the market behaves in the future?

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