Viewpoints

Information and education are an essential part of the client experience, and we
are here to provide resources and insights to help keep you advised.

Stop Watching the News

Stop Watching the News

“As investors, we need to be exceptionally careful about how we consume information and how that influences our decision- making.”

Spotting Fraud

Spotting Fraud

“One due diligence test, which requires little technical skill, is to consider the basic premise that if this money manager was so truly exceptional, why aren’t they already extremely wealthy?”