The Market in Pictures, September 15

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Dave: September is famous for being the weakest month for stocks, with the 2nd half being the most...

The Market in Pictures, September 8

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   John Luke: NVDA is the current battleground stock, but remember when there were 100s of absurdly-priced...
Helping Clients Reach the Finish Line

Helping Clients Reach the Finish Line

We talk constantly about the two main risks we help advisors defend against: Drawdown: sharp drops that interrupt compounding and trigger client fear Longevity: insufficient returns that put clients at risk of outliving their money Let’s focus on Longevity. The...