12 Oct 2018

Posted at 11:08h in The Friday Brief by

The last ten years of fair-weather markets have spoiled us a bit, but storms do come, and they can be ferocious. Just as Hurricane Michael came out of nowhere, so did a stock-selling spree that shaved more than 5% from the S&P 500. We are...

28 Sep 2018

Posted at 13:09h in The Friday Brief by

One of the most important exercises in financial planning is laying out your priorities. A priority list and its order provide necessary guidance as to how we should best go about achieving our goals, and which ones are more important than others. The exercise is...