Time is your friend Finance folks love to talk about exponential growth. It’s compound interest. Interest on interest. It’s your money making money on its money. You start with $100 and then earn 10%. Now you have $110. Another 10% gets you $121. Then $133…on…
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2Q 2025 Market Overview
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…
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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,…
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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…
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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…
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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…
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