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Perspectives

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Notes on behavior, markets, and meaning — published monthly for clients and anyone else who wants a steadier way to think about money.

  1. When a $20 Bill is Worth More than $20

    Last month’s global Windows outage, which took many businesses offline, is a great reminder of how sensitive computing and the cloud can be. You would think that something that pre…

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  2. Celebrating the Freedom to Invest Well

    I am so grateful to live in a free nation and for the freedom and right to pursue happiness established in the Declaration of Independence. Thanks be to many unselfish individuals …

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  3. Make this a Great Summer by Practicing Strategic Omission

    As summer approaches, many people take time off work, travel, and spend time with family and loved ones. Summer provides many opportunities for us to make memories—memories that ca…

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  4. Uncertainty, Outcomes & Our Decisions

    The brain has a lot of gray matter but hates gray areas. As a planning machine, the brain needs information that is certain so it can figure out the best course of action. And when…

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  5. 15-Year Lookback: Learning from the Global Financial Crisis

    15 years ago the markets began to recover from the most severe economic crisis since the Great Depression. The Global Financial Crisis resulted in many jobs lost, stock markets los…

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  6. What Investors Can Learn from Athletes

    Nick Saban, recently retired football coach of the Alabama Crimson Tide said, “If you want to be good you don’t really have a lot of choices.” He was referring to the choice to eit…

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  7. Succeeding at Self-Control

    Self-control is an important characteristic to develop that can help us in all aspects of our lives from biting our tongue, to passing on the sweet treat, to accomplishing our New …

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  8. A Robust Forecast for 2024

    The brain may be filled with gray matter, but it hates gray areas. And there are few other places we find gray areas (uncertainty) than in the economies and markets of the world. O…

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