Insights & Observations Blog

Insights & Observations

Context and perspective to improve behavioral  finance patterns and  make smarter financial decisions. A focus above the fray, on what matters most for effective financial outcomes and goal achievement.

  • ★ Featured blog post

    3 Reasons owners should invest outside of their business

    How do many business owners continue to grow and manage their businesses?  They reinvest company profits back into the business. As financial advisors to many business owners, we have learned from experience how important it is to strike the right balance between your company assets and some diversified investments outside of your business. While it […]

    ★ Featured blog post

    This quarter marks ten years since the start of the global financial crisis

    While the consequences of that extreme period of financial turmoil are still being felt, the market recovery in the past decade provides a profound illustration of the value of staying the course through enormously difficult times. The ability to remain invested in your long-term strategy was severely tested a decade ago. For those who withstood […]

    ★ Featured blog post

    Perspective on current market volatility: an investor test, not a market test

    After years of abnormally and historic low market volatility that lulled many investors into believing (again!) that markets only go up, market fluctuations are now are providing a healthy reminder that market corrections are a normal part of investing. As long-term investor Warren Buffet once wisely said, “The stock market is a device to transfer wealth from the impatient to the patient.” Do you want to be in the panic group or the profit group? Investors need to make a rational and intentional choice, rather than letting emotions dictate outcomes.

    Want to learn more?

    Contact us