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Who We Are
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Emerging Wealth
Strategic Wealth
Family Office
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Our Articles and Commentaries
Pruning Risk, Creating Value – Q4 2021
December 31, 2021
Market Commentary
Whipsaw – Q3 2021
September 30, 2021
Market Commentary
Inflation, Markets and Returns – Q2 2021
June 30, 2021
Market Commentary
A Few Reflections on Risk – Q1 2021
March 31, 2021
Market Commentary
A Value Depression Opportunity – Q3 2020
September 30, 2020
Market Commentary
We’ve Seen this Movie Before – Q2 2019
June 30, 2019
Market Commentary
A Historic Divergence – Q1 2019
March 31, 2019
Market Commentary
Profit Signals, Market Noise – Q4 2018
December 31, 2018
Market Commentary
The “B” Word – Q2 2018
June 30, 2018
Market Commentary
Quantifiable Absolute Returns – Q1 2018
March 31, 2018
Market Commentary
Margin of Safety – Q4 2017
December 31, 2017
Market Commentary
Risk and Volatility – Q3 2017
September 30, 2017
Market Commentary
Priorities and Performance – Q2 2017
June 30, 2017
Market Commentary
Melt-up – Q1 2017
March 31, 2017
Market Commentary
The Voting Machine and a Different Kind of Bubble – Q4 2016
December 31, 2016
Market Commentary
Passive Investing and Stock Market Structure – Q3 2016
September 30, 2016
Market Commentary
Keeping Time – Q2 2016
June 30, 2016
Market Commentary
Top-Down Concerns; Bottom-Up Opportunity – Q1 2016
March 31, 2016
Market Commentary
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Pruning Risk, Creating Value – Q4 2021