by Todd Moerman | Jun 30, 2022 | Manage Risk
At our firm, we encourage clients to have a long-term investing approach. Volatility is normal and we want compounding over decades! Please see the brief video below for important slides about our path forward. This is going to be a year of transition. The economy is... 
by Todd Moerman | May 6, 2022 | Uncategorized
Are you worried about markets, retirement and your portfolio? If so, I encourage you to have a long-term strategy and watch the video below. Stocks are up 640% from the 2009 lows and volitality is normal. Please see the brief video below for important slides about our... 
by Todd Moerman | Feb 17, 2022 | Manage Risk
Are you worried about markets and your portfolio? If so, I encourage you to have a long-term strategy and watch the video below. Stocks are up 700% from the 2009 lows and volitality is normal. Please see the brief video below for important slides about our path... 
by Todd Moerman | Oct 15, 2021 | Uncategorized
It is hard to believe that it has been 18+ months since the beginning of the Covid crisis. Each week we read dozens of blogs, articles, whitepapers, and presentations as part of our investment process. Below are some of the most important slides, charts, and... 
by Todd Moerman | May 7, 2021 | Manage Risk
I hope this note finds you and your family well as we start to emerge from the Covid crisis. It has been a crazy and challenging 15 months for the world! Please see the 9-minute video below for important slides, charts and commentary about our path forward. Please...
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