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

Brexit and Your Portfolio

While there has been much speculation leading up to and since the Brexit vote, many of the longer-term implications of the referendum remain unclear, as the process for negotiating what a U.K. exit may look like is just beginning.

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Enjoy Travel. Plan Wisely.

A lot of work goes into planning a vacation—from figuring out flight logistics and choosing where you’ll sleep, to planning daily activities (or not—maybe you’re spontaneous) and packing.

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Presidential Elections and the Stock Market

Americans will elect the next president of the United States on November 8. While the outcome is unknown, one thing is certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market

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Brexit and Your Portfolio

While there has been much speculation leading up to and since the Brexit vote, many of the longer-term implications of the referendum remain unclear, as the process for negotiating what a U.K. exit may look like is just beginning.

Read More »

Enjoy Travel. Plan Wisely.

A lot of work goes into planning a vacation—from figuring out flight logistics and choosing where you’ll sleep, to planning daily activities (or not—maybe you’re spontaneous) and packing.

Read More »