Market Review It seems hard to believe now that we’re sitting at or near all-time highs again for U.S. equities. As recently as April 8th, this year had gotten off to the fourth-worst start (down 15%) of any year since 1928. The past few months have been another great reminder of how quickly things can…
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How to Select a Great Financial Advisor (or Confirm You’re Working With a Great One)
Over the years, we’ve gotten to have many conversations with folks who are looking to hire a Financial Advisor. It can be an arduous and confusing process and we’ve heard from all types of people looking for different things. While we’d love to help everyone, we aren’t always the best fit (e.g. one person asked…
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1Q 2025 Market Overview
Market Review Well that was a great way to kick off 2025! It’s safe to say that the peace and quiet is over for a bit and we’ve got some volatile markets in store for us. Regardless of who is or isn’t in office, let me remind you that markets remain unpredictable. Let’s not make…
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10 Market Observations from 10 Years of Hedge Fund Investing
I (Matt) feel very fortunate that I have been able to work at some of the best hedge funds in the world. After reflecting back on my experience, I wanted to share some observations. Matt’s 10 Market Observations from the Hedge Fund World: Predicting the future is very difficult. Humility and objectivity are vitally important….
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2024 Annual Letter
“Most people think things are going to get easier…. It never gets easier. So make yourself a person that ‘handles hard well’.” – Kara Lawson, Duke coach “In this world you will have trouble, but take heart! I have overcome the world.” – John 16:33 Handle Hard Better 2024 was a year of…
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4Q 2024 Market Overview
Market Review In the fourth quarter, U.S. stocks returned 2.6% to finish the year up 23.8% overall. International stocks lagged in the fourth quarter with developed market and emerging market stocks down 7.5% and 8.0% respectively. The bar chart below highlights how much U.S. stocks have outperformed international stocks over every recent time period –…
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