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Investment Insights
Providing Evidence-based Investment Management Insights including the Latest Quarterly Market Review
7 Principles for Navigating Market Volatility:
"Don’t let market storms derail your financial plan." When the market gets rough, it is natural to feel uneasy. You’ve worked hard to...
5 min read


Investment Insights for Dentists During an Election Year
With election season upon us, many investors, including dentists, may wonder whether they should change their investments based on who...
3 min read


Insights of 2022: Lessons to Live by in 2023?
Looking back on 2022 at the Annual Market Review as well as the last Quarter with the Quarterly Market Review for Q4, we see the...
5 min read


What to Do When the Market is Declining?
Or if a Recession may be on the Horizon? “How can you be so calm when the market is declining?” asked a client recently. “Is now the...
8 min read


Views on News, Wave-Riding & Balanced Asset Allocation for Q1 Quarterly Market Review
Examining the world capital market performance for the past quarter, the Q1 Quarterly Market Review shows some stormy times and negative...
4 min read


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