A different point of view on investing, markets, and life.
By asking the right questions, we uncover better answers.
Together, we'll reconnect you to what matters most and create a tailored wealth plan that empowers you to take control of your financial affairs, giving you the confidence that you’re on the right path.
This one chart...the shrinking US stock market
When it comes to world stock markets, the US is truly in a league of it's own since it declared independence from the rest of the world on 9 March 2009 when world stock markets hit their respective bottoms following the meltdown of the the world's financial system.
This one chart...employment
Investors have been wondering whether we've seen anything like this before. You know, the stock market crash, and rapid stock market rebound, and the disconnect between the economy and the stock market. Sir John Templeton once said “the four most dangerous words in investing are: this time it’s different”. Yet we think he would agree with us because this time is different – well, maybe during our lifetime anyway.
Ready to grow your wealth?
Let's talk. One call. No risk. Just a way to see if we're a good fit.