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Here you will find our current thoughts and feelings towards the market. This includes stocks, bonds, and other asset classes. Our main goal is to keep clients up-to-date on what we are seeing in the “investment world” and how it make impact your portfolio.

Why low fees really do matter

“The grim irony of investing is that we investors as a group not only don’t get what we pay for, we get precisely what we don’t pay for.” – Jack Bogle As an ode to Jack Bogle, the pioneer of low-cost investing who passed away yesterday, we’d like to take this time to talk about […]

The “wealth effect” and market selloffs

When you feel “wealthy”, do you typically spend more than normal? Sure. It’s a subconscious effect of seeing your net worth grow, at least on paper. Of course, the opposite mindset takes place when we feel our net worth hasn’t moved much, or worse, has declined. You will start to spend less money and cut […]