Quarterly Commentary
Looking back at the last 25 years of guiding clients through market ups and downs with resilience and a proven academic approach. Here's to thriving in the next quarter century!
Thanksgiving Reflections: Moving Forward with Gratitude and Resilience
Thankful for the resilience of markets and the strength of community this season. Join us as we reflect on gratitude, connection, and the road ahead.
Quarterly Commentary
Explore how presidential elections, political shifts, and market trends influence stock market performance and long-term investment strategies.
The Wisdom of Crowds vs. Popular Delusions
Understand when markets reflect collective wisdom versus irrational exuberance, and learn tips to navigate both.
Quarterly Commentary
Unlock the secret to better communication and smarter investment decisions by understanding the difference between perception and perspective.
Avoiding Financial Scams and Identity Theft Slams
Ten red flags and essential tips to safeguard your assets and information from cybercriminals. Secure your financial well-being today!
Estate Planning Basics
Estate planning includes reviewing legal and tax implications, investment strategies and personal matters to ensure your estate is set up efficiently.
Quarterly Commentary
One client's legacy inspired Rob to reflect on investing principles and long-term relationships.