News

We are an investment firm run by investors. We believe low costs, in house research and focus are crucial to long-term results. Contact us about your portfolio.

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This quarter our newsletter brings together the topics of #parasailing, #riskmanagement and #reopening. https://t.co/VrlLAdD8ca

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The world recently lost a #baseball great in #HankAaron. We reflected on the connections between baseball and #investing in this quarter's newsletter. Thanks for reading. https://t.co/CXaxm7mNYg

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In this quarter's newsletter we discuss asset class divergences and the potential path for the economy. Please share your thoughts. Thanks for reading. https://t.co/d4dHQp5VVW

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#Fed Liquidity, #PERatios and the #Economy are all discussed in our most recent newsletter. https://t.co/cYrlGaVtIc

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This quarter we took a different approach with our newsletter than we have in the past. Inside we discuss our views on what is driving the #market, earnings and bond pricing. https://t.co/eq2hRbfawa…/up…/2020/04/Newsletter-1Q20-Final.pdf

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Take a look at our most recent newsletter where we highlight #earnings, the #SECUREAct and discuss the impact of catalysts. https://t.co/9HCsIhiqxK

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Online account opening is now available. Visit https://t.co/8BPHZUOFjV

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In this quarter's newsletter we discuss our relatively cautious outlook for U.S. #equities and U.S. #corporatebonds. We also discuss the phases of the business cycle and the value of focus in #assetallocation. Let us know what you think. https://t.co/zJt3cl9XUP

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In our most recent newsletter we discuss #trade tensions, the potential for #interestrate cuts, investing in foreign small- and mid-cap stocks and the importance of capital market assumptions in #assetallocation. Let us know what you think. https://t.co/2mOuVU749t

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In our 1Q19 newsletter we provide our thoughts on #interestrates #earningsgrowth #valuations and provide a primer on the #yieldcurve. We also revisit the concept of home country bias and its pitfalls. Follow this link and let us know what you think. https://t.co/tjOnyGt6Ho

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Please follow this link to our fourth quarter newsletter. We hit on market corrections, the perfect decisions necessary to market time and portfolio positioning amid the market volatility. Let us know what you found valuable. https://t.co/DtOrN2vwTX

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#GICS #emergingmarkets #diversification Our third quarter newsletter covers these topics, portfolio positioning and our market perspectives. Check it out today. https://t.co/EZgzJDZbTD

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The words murky or unclear should never be used to describe #financialadvisor fees. Arm yourself with the right questions to ask and work with a #fiduciary. There should be more articles like this one. https://t.co/qWxH0r1ODZ Also check out our resources. https://t.co/0MgMaggzTX

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#EmergingMarkets, performance swings and hard decisions. Check out our most recent quarterly newsletter. https://t.co/yoelxs1eMo

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How much are you paying your #financialadvisor? This article highlights a positive step to improving transparency. https://t.co/ZUlQBTUXyM Our website also has several resources in our Understanding Fees section. https://t.co/0MgMaggzTX

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Attention Wisconsin residents with children. Today is the first day to claim the Wisconsin Child Sales Tax Rebate. Don't forget!
https://t.co/wcenXih2XN

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#volatility, #infrastructure and what is normal? Please check out our most recent quarterly newsletter. https://t.co/ut09lDW62Z

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Please contact us with any questions. Thank you for subscribing. https://t.co/Nl7KX2AkZg

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Important Documents
In order to make our App more convenient we have added an Important Documents section where we will publish and save key documents about our firm. https://t.co/Nl7KX2AkZg

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#Inflation stole many headlines today due to changing near-term data. We like this long-term chart from @MarketWatch because of the valuable insight it provides to personal financial planning. #Healthcare and #education costs have been rising for some time.