Part 1: Historical Perspective Many clients are asking about the next market downturn. We consider it one of our primary responsibilities to evaluate “what ifs” for the companies in our portfolios. We make it our job to prepare ahead and make informed decisions about...
We often get the question “As I get older, my portfolio needs to become more conservative, right?” Our answer is always, “It depends on what you’re trying to do.” Becoming overly conservative can be a huge mistake. We’ll get to that in a second. However, the reason...
At the risk of not listening to our wonderful founding father, Allen Jacobson, who advises to always accentuate the positive, this might come off as a negative piece. I’m just going to state that now, so it’s out of the way. Our goal here is really to help make GOOD...
