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Newsletter
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.

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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.

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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.

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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.

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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

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Blog
Steve Latham, CFA, CFP® | Chief Investment Officer

Peak Everything?

You don’t need to reach too far into the past to recall a time when economists were concerned with the growth of the U.S. economy. 

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Learn why you may be able to retire earlier than you think.

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