Archives

Throughout the history of financial markets, participants have endeavored to predict the return prospects of financial assets. Today is no different, as many investors and financial professionals [...]

-Charles D. Ellis Winning the Loser’s Game   The quote from Charles Ellis sums up our purpose as your advisor relating to your investment strategy; to help you stay focused on your objectives for [...]

The focus of this quarter’s letter is on developing estimates for market returns. This process is referred to as “developing capital market expectations” or “CME”. First, we will discuss what we [...]