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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The War in Ukraine

We believe that the most effective way to mitigate the risk of unexpected events is through broad diversification and a flexible, systematic, and active investment process. Russia’s invasion of Ukraine is an important reminder that geopolitical risk is part of investing in global markets.

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