,

Letter To Clients: Geopolitical Events and Your Investments

Dear Client, We work hard to advise our clients knowing that the financial markets are fraught with uncertainty.  As of this moment, that uncertainty has elevated a notch making it seem extremely high in relative terms.  Although the reality…
,

Thoughts in Charts: When Do you Pay your Advisor's Fee?

This summer I took a trip with my best friend to Colorado to whitewater raft a few of the state’s gorgeous rivers. During the trip, our raft guide was surveying people about their careers. I of course told him I was in wealth management,…
,

Thoughts in Charts: Interest Rates Headwinds and Tailwinds

Interest rate expectations are shifting. What does this mean for a stock portfolio? This week’s chart illustrates activity from the last week of September. It depicts the forward 1-month overnight index swap (OIS) curve. Think of the…