by JD Gardner | Jun 5, 2024 | Market Updates
I’ve been reminded of two things this month: It is a privilege to get to write about things we think matter. Thank you for the opportunity. The importance of communicating clearly. I’ve recently been given a chance to help the varsity basketball team at Fairhope. We...
by JD Gardner | Mar 5, 2024 | Market Updates
We group portfolio risk into two categories: Longevity Risk Drawdown Risk (A form of volatility risk) Risk #2 dominates the minds of most advisors and clients we speak with. Behaviorally, most of us have an aversion to losses. Mathematically, large drawdowns are...
by JD Gardner | Feb 6, 2024 | Market Updates
Very few days pass that don’t involve a cast net being thrown at our house. I’m not sure I can think of anything I’d rather do than throw the net with my crew. My kids have grown up learning early and often because in lower Alabama, it’s a necessary skill if you enjoy...
by JD Gardner | Jan 4, 2024 | Market Updates
Investors should have one goal – to compound capital. A sufficient compounded return is at the heart of all things related to financial goals. That’s our goal in 2024. To provide the best solutions possible to improve your compounded returns, and to be excellent in...
by JD Gardner | Dec 6, 2023 | Market Updates
“By continuing the process of inflation, governments can confiscate, secretly and unobserved, an important part of the wealth of their citizens. By this method they not only confiscate, but they confiscate arbitrarily, and, while the process impoverishes...
