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6 Critical Concepts of Financial Literacy

December 6th, 2017  | by William Spitz

We pride ourselves on providing our clients with education on important investment and financial planning concepts and, despite the risk of overkill, we find that repetition is important because they are not always easy to grasp.  Specifically, an understanding of these ideas will help you understand our approach to investing, assist you in evaluating the performance…

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Simple Math and The Power of Compounding

August 22nd, 2016  | by Andrew Berg

We spend a lot of time talking to our clients about diversification, downside protection, and the long-term value of reducing short-term volatility.  Those concepts are important to us, part of our DNA as a firm and as investment professionals.  But why?  In simple terms, if over the long term markets go up (which they do, or else who…

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We Hold These Truths To Be Self-Evident – Or Do We?

March 24th, 2016  | by William Spitz

As I approach one of those milestone birthdays, it is only natural that I have been reflecting on many aspects of my life including my career. Looking back on forty one years in the investment business, I am particularly struck by the fact that many of the world’s economic problems that appeared insoluble were actually…

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