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. 

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Investment Review

The major market indices of US stocks, international developed equities, emerging markets, global real estate, and both US and global bonds had strong positive returns for the fourth quarter of 2023.

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