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Tag: portfolio

Will I Be Okay?

One of the key questions on the minds, if not the lips, of your patients is likely to be, “Am I going to be okay?”

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Looking Inward

August 2015 was an inauspicious month for equity markets around the world. Although the sell-off decelerated as the month drew to a close, our own

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Maintaining Optionality

We begin with a brief economics lesson and then move to how it affects investors. During periods of slow economic growth the Federal Reserve Bank

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Summer Reading

This week I heard a 47 year-old physician, who is not our client, say that he believed he would be retiring in about 5 years

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