Learn why you may be able to retire earlier than you think.
This field is for validation purposes and should be left unchanged.

Newsletter

When the market gives you lemons.
Blog
Steve Latham, CFA, CFP® | Chief Investment Officer

Let’s Make Some Lemonade

Sometimes it’s funny how different facets of life intersect unexpectedly. This 4th of July was very enjoyable for our family this year as we spent

Read More »
Newsletter
Steve Latham, CFA, CFP® | Chief Investment Officer

Let’s talk about Market Volatility

There is a behavioral bias related to the emotional side of investing that many of us exhibit but don’t often recognize in the moment. This bias is called Immediacy Bias, and it tends to impact us across many facets of our everyday lives.

Read More »
Blog
Steve Latham, CFA, CFP® | Chief Investment Officer

Russia Has Changed Everything

With one unilateral decision, Russia has taken an already uneasy global economy and flipped it completely on its head.

Read More »

How To Avoid Large Investment Losses

in the past 24 years that I have been in the investment business, the biggest losses that I have seen investors make have been fueled by passionate opinions based on political beliefs. I believe this occurs because of bias. There are a few types of bias that lead to investment mistakes with investing.

Read More »
Newsletter
Steve Latham, CFA, CFP® | Chief Investment Officer

Embracing the Overview Effect

For the very small percentage of the human race that has ever been to space (only 567 people can claim they’ve orbited the Earth), these individuals are some of the only people to have experienced what’s known as the Overview Effect.

Read More »
Blog
Steve Latham, CFA, CFP® | Chief Investment Officer

The Great Resignation

One of the wonderful joys of being a parent involves guiding your children through the ups and downs of life.  While it may be more

Read More »

Subscribe To Our Blog

  • This field is for validation purposes and should be left unchanged.
Learn why you may be able to retire earlier than you think.
This field is for validation purposes and should be left unchanged.