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 Magnificent Seven—but for How Long?

When it comes to investing, tech giants Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla comprise the Magnificent Seven. If these seven “magnificent” companies manage to stay at the top of the market, that’s no assurance that higher returns will continue.

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