Financial planning blog

Read this Periscope for some actionable advice for folks who have just received, or might be about to receive, a large amount of money. Catherine worked for her employer for several years before they went public, recently, and her whole life changed. She had owned stock options and shares in the firm since the day...Read More

Read this week’s Periscope for insights into some of the opportunities and risks we see in equity markets, including a wild ride in Tesla. Also, here are the links to our new webinars on demand. Learn How We Make Investment Decisions September 2020 Market and Economic Commentary Tesla is Not as Good or Bad as...Read More

Read this Periscope for insights into the space race, and why the Space Force might not be as crazy as it sounds. Cooperation and Competition in Space China is big, but outer space is even bigger. And it’s not just the USA who is going to outer space. A lot of other countries want to...Read More

This week’s Periscope outlines why we make international investments and presents some cool charts. So read on! Why We Invest Internationally This post provides a little timely perspective and a broad overview of our investment philosophy. We wrote a white paper about why we invest internationally. If you’d like the details, you may download the...Read More

The news is omnipresent: in our hands, in the web browser, in the background at a public space. But it’s just noise. This week’s Periscope addresses an example of news and futility. Same News—Different Conclusion I knew it was going to happen. The headlines would give us bad news about financial institutions. Here is a...Read More

  Read this Periscope for a recap of the one of the most strange episodes in the history world investments, the year 2020. Since we don’t have sports, we might as well have drama—and 2020 is delivering a lot of drama. Investment update Overall, we are comfortable with our current portfolio positioning, which balances a...Read More