We want to own the great businesses of tomorrow, and market volatility gives us opportunities to invest in them at more attractive prices. Any time there is market disruption, our goal is to use it to our advantage. So, much like during the COVID-19 pandemic, we...
The most common question we hear from clients these days is some version of the emotionally charged question, “do politics affect my portfolio?” It’s no surprise that everyone is wondering who will win and what changes will occur with the election around the corner....
A common question we hear from clients is, “I need to withdraw cash from my portfolio. When should we sell investments to raise that cash?” As we’ve discussed in other posts, timing the market is very difficult. You might get it right a time or two, but outside of...
Considering how strong the housing market has been recently, you may think this seems a strange question. We’ve all probably heard stories of sellers receiving multiple offers or offers without contingencies. For better or worse, real estate is more expensive almost...
As markets moved lower in September 2021, we decided to write a piece about FEAR – because if there’s one comment we often hear, it’s that people are afraid of losing money in markets – ESPECIALLY when prices are falling. And the lower stock prices go, the more people...
