Always Carry an Umbrella: Q1 2023 Client Letter

The economic and market winds may bring stormy weather in 2023, no one knows for certain what will happen in the future, and that’s why we advise to metaphorically “always carry an umbrella”—even when the market outlook is sunny. Learn more about why expecting bad weather, but knowing good weather will inevitably return, is the outlook of successful investors.

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The Great Bank Panic of '23

The great bank collapse of ‘23 has generated an avalanche of analysis, forecasts, and finger-pointing, but very little on how we should react and what we should do about it. Here’s a quick recap of the financial factors that led to the bank fall (and how I worked to protect my clients from that fall), how to avoid self-sabotage during times of financial crisis, and action steps to consider to help solidify your financial portfolio.

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