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

US stocks, international developed equities, emerging markets, global real estate, and both US and global bonds had negative returns for the third quarter of 2023. Yet, for the past 1-, 5- and 10-year periods, all major market indexes had positive returns.

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