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Notes & Insight Blog

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Investor Letter: June/July 2019

Given the heightened trade tensions, we want to talk about the way we view these types of events. As we have discussed many times with our clients, risk and return are related. An example we often use to illustrate this point is the relationship between stocks and bonds. Stock investments have historically outpaced bond investments, but with a much higher degree of volatility (higher potential returns come with higher risks).

Insight
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Annual Letter to Clients: 2019

As you think about your goals for the coming year, it's essential to stay focused on your reasons for investing. It is easy to get distracted by the news cycle, as the daily markets move. Having a well-formulated investment strategy that you understand is one way to tune out the noise and stay focused on the long-term

Insight