Year in Review

2016 – Year in Review

“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” -Mark Twain Surprise /sə(r)ˈprīz/ – An unexpected or astonishing event, fact, or thing. 2016 was a year of surprises from start to finish. It…
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The Trump Card

The Trump Card

To many, this election season feels different from any election cycle in recent history. Some are concerned that if Trump wins the election, he could upset financial markets like he has upset the Republican Party establishment. Andrew Jackson was the first one to think up…
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Year in Review

2015 – Year in Review

Each January we revisit the year behind us and review what worked well and what didn’t work as well. To set the stage for this year’s conversation, many of the global concerns and challenges of 2014 carried over into 2015 and took markets lower. In…
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Waiting for Return

Waiting for Return

“Patience is not about how long one can wait, but how well one behaves while waiting.”  – Unknown How long must I wait for an average return? Common investment knowledge dictates that a “long run” time horizon is 5 – 10 years. But what does this…
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