“The two most powerful warriors are patience and time.” - Leo Tolstoy “You can't predict. You can prepare.” - Howard Marks July is historically one of the best months of the year for investors. July 2022 did not disappoint with the stock market indexes we follow producing solid gains for the … Read More
3 Tax Efficient Strategies for Wealth Planning
"Tax complexity itself is a kind of tax." - Max Baucus Failure to consider tax management as a component of wealth planning can impact long-term results and limit spending power in retirement. In fact, for many investors, taxes remain the largest source of portfolio management inefficiency and … Read More
Monthly Stock Market Review – June 2022
"When the train leaves the station, it doesn't back up to let latecomers on. If it does, there's something wrong with the train." - Walter Deemer "Successful investing is having everyone agree with you… later." - Jim Grant All data as of 07/01/2022, Source: Wells Fargo Investment … Read More
Monthly Stock Market Review – May 2022
“If you have trouble imagining a 20% loss in the stock market, you shouldn’t be in stocks.” – Jack Bogle "In investing it is never wrong to change your mind. It is only wrong to change your mind and do nothing about it." – Seth Klarman The month of May was much more interesting than the tepid … Read More
Monthly Stock Market Review – April 2022
"In a correction, other people's stocks go down, in a bear market, your stocks go down.” - Alan Abelson "Down cycles are not fun. But they form the basis for enormous future profitability.” - Steven A. Schwarzman Bad. That is the only word we have to describe the markets we follow for the month … Read More
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