How Do You Define Safe?

How Do You Define Safe?

Brian wrote a recent post that’s relevant to this month’s writeup. It’s worth a few minutes of your time as it provides perspective around how you should think about investing your hard earned money: The Lost Century in Bonds. Volatility is not risk, and the...

Giving Thanks

Thanksgiving is my wife’s favorite holiday, and because of that, we make the long trek to Cincinnati, Ohio every November. There are a number of traditions, but they all surround the main attraction – her Grandmother’s house, aka “106”. Her grandparents have been gone...
How Do You Define Safe?

Portfolio Reminder: Election 2024

It’s the weekend before the election and I want this month’s note to serve as a quick reminder of What Matters. The linked post is from July of this year and we wouldn’t change a word. If you need more election specific commentary, Dave wrote an incredible Election...
How Do You Define Safe?

Are You Appropriately Positioned?

The Fed cut 50bps in September and expects more rate cuts to come. They are not alone as central banks around the world are cutting rates. September saw the most rate cuts since 2020.     JL digs further into the Fed’s positioning in a great post last week:...
How Do You Define Safe?

How Do You Define Safe?

Brian wrote a post last week that’s relevant to this month’s writeup. It’s worth a few minutes of your time as it provides perspective around how you should think about investing your hard earned money: The Lost Century in Bonds. Volatility is not risk, and the...