
It’s easy to see innovation as the end game - the hinge upon which advancement takes place. This concept makes for good one-liners and memes, but it lacks teeth. Unless we see innovation for what it is - a catalyst for success - we will fall short of making wise choices.
We continue to hold equity positions with growth potential and fixed income positions designed to provide a hedge against inflation. Finally, we believe the combined best guess of investors as aggregated by current market prices is hard to beat as a guide to what the future may hold.
Focusing only on the outcome can be frustrating. It amplifies anxiety for investors who feel they missed out. We believe analyzing results in context helps lead to more informed decision-making. Improving our odds of success.
Anything that sparks positive change should be celebrated. But if you’re waiting for the calendar to roll over then you’re already too late. With that in mind, we compiled a list of manageable, non-gym related actions you can accomplish at the start of any new year.
Our experience working with individuals and families on such an intimate level provides a glimpse into the interwoven fabric that makes up the wonderful country we live in.