Monthly Archives: July 2020

Q2 2020: Lonely at the Top

As you may know, our recommended portfolios typically have a mix of large and small, growth and value, domestic and international. Most clients opening their quarterly statements will see Q2 returns roughly consistent with their respective benchmarks. Looking at the trailing year, however, will likely paint a different picture. For the 12 months ending June

Managing Elderly Family Care: Finding Comfort in Discomfort and Peace in Preparedness

Planning elderly care for yourself or your aging parents is never an easy topic, and because of that, it can be tempting to push it off for as long as possible–until it’s suddenly urgent, rushed, and incredibly complicated.