Blog

Check out our blog to read our thoughts on the ever-changing world of capital markets, economic news, and wealth management. Our hope is that our insights give you the confidence you need to achieve your financial goals.

Great Investors Don’t Get Surprised (2021)

As we ring in the new year as we do every year, we re-publishing an updated version of our annual reminder of the importance of avoiding surprise in our investing efforts. ----------- In last month’s article, we focused on how “Unknown Unknowns” can be very tricky problems. This month, we ring in the New Year as we do every year, by re-publishing our annual reminder of the importance of avoiding surprise in our investing efforts. We hope this article will help you to be prepared for the investing markets this year, and to avoid unpleasant surprises.

By Erik Strid|January 7th, 2021|

Time Capsule of Wisdom – Part 53

Part 53 of Erik's Weekly Video series. Reviewing the core elements of our investing philosophy which are fairly simple and are ultimately unassailable facts.

By Erik Strid|December 24th, 2020|

Time Capsule of Wisdom – Part 52

Part 52 of Erik's Weekly Video series. All of the successful investors I've ever seen have been able to separate in their minds the value of planning and behavior management from the commodity function of portfolio management. All the failed investors I've ever known are those who wake up every day trying to chase the magic formula for how they can beat the S & P 500 this year.

By Erik Strid|December 17th, 2020|

Great Investors Don’t Worry About Known Unknowns

Don’t let financial media influence your investment decisions, especially before known yet uncertain events. Learn more. --------- In the last article, we discussed how the Presidential election might impact the equity markets. This month, we look back at the actual impact of the election and the lessons we can learn.

By Erik Strid|December 14th, 2020|