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.

Read More

Bend, not Break: 2022 Q4 Client Letter

As expected during a broad bear market, portfolio strategies everywhere bent under the strain, but of critical importance, our portfolios and financial plans did not break! Learn about the wealth strategies we used to protect financial portfolios in a bear market.

Read More

The Bears are Back: Investing in a Bear Market

The bears are charging through Wall Street, and stocks are falling! Should we run? No, we DO NOT run from bears—in the wild or in the markets! Learn why investors who stand their ground in bear markets have historically seen success when the bulls return.

Read More

The Road to Financial Success: The Things You Did Not Do

It is frequently the things we consciously DO NOT DO that lead to great financial success over time—particularly in bear market years. Learn more about what NOT to do to help smooth out your road to financial success.

Read More

Crash! Advice from Uncle Lou and Sir John Templeton

On “Black Monday,” Oct 19, 1987, the Dow Jones Industrial Index crashed and lost 22.6% in ONE DAY! Louis Rukeyser, long-time “Wall Street Week” host, used his show to give investors advice about handling bear markets that still rings true today.

Read More

Money Matters: What to do When Markets are Crashing

Listen as Scott discusses how investors should manage their portfolios when the markets are crashing—whether that crash is due to a pandemic, a housing crisis, a tech bubble bursting, or another issue.

Read More