WHAT'S ON OUR MINDS

Key Themes Driving this Correction

In our latest client communication, we analyze the overarching themes that have sparked the most recent sell-off in equities.

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Thoughts on the October Pullback

Some context and perspective on the somewhat normal, albeit swift, pullback in U.S. equities.

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Key Changes to the Oregon 529 Plan!

Oregon recently changed plan administrators on its direct-sold 529 college savings plan, and also enacted a series of meaningful changes to plan investments options that will impact how existing assets are invested. What you think you own may no longer be true. Read our synopsis of the important changes here:

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2018 Mid-Year Update

In this Mid-Year Update, we hope to highlight developments in global economies and markets that have either reinforced our thinking or given us reason to shift course. Please click below:

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Our Fees and Why They Matter

Investment costs matter, because high product fees, especially over extended horizons, have a massive, insidious impact on ultimate portfolio values. For our typical client, the negative impact of choosing high-fee advice and/or high-fee products would be in the tens of thousands of dollars. Which is why we are uniquely transparent about our fees. In a Read More

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