Informed Decisions Drive Better Outcomes

Adding More International Bonds 

Many of our portfolios have recently added a dedicated international bond fund. It's a natural extension of one of our core principles: diversification.

Don’t Mix Politics and Investing

As we approach another election season, the chatter about its potential impact on financial markets is hard to ignore.

Apple, Snapchat, and the Long-Term Case for Stocks

Discussions about investing often overlook the obvious fact that stocks are businesses. Although we invest in mutual funds and ETFs (baskets of stocks),...

Election Years and the Stock Market: Don’t Play Politics with Your Portfolio

Most everyone is tired of hearing about the election. We are too. Still, considering the event’s significance and our conversations with worried investors, we want to share some...

2018 Year-End Summary

Last year reminded everyone that investing is hard. It can be uncomfortable and unpleasant. Market volatility can diminish willpower and...

Dealing with the Taxation of Capital Gain Distributions

In wrapping up your 2017 taxes, you may have noticed that your account produced more taxable income than in previous years. Much of the reason may be capital gain...

2017 Year-End Summary

In sum, everyone should take a moment to appreciate 2017 and pat themselves on the back. As always, the world offered many causes for concern. You overcame skepticism, remained disciplined, and...

2016 Year-End Summary

"Anyone who isn't confused doesn't really understand the situation." -Edward R. Murrow

Seafarer’s Story: How and why we added Seafarer Overseas Growth & Income Fund to our Portfolios

Naturally, Dorian Gray came up in a discussion about emerging market currencies (the connection is obvious right?!). Andrew Foster, founder and portfolio manager of Seafarer Funds, was...