The idea of "knowing what you own" seems like it ought to be a basic threshold for an investor to know about their portfolio.

Fear of missing out is the most dangerous emotion in investing. But if history is any guide, and usually it is, this time isn't different.

Our goal is to make decisions that are calculated and mathematical when it is useful, and to interject common sense when math won't do.

Expecting securities representing claims on future income to act as stores of value in a system characterized by fluctuating interest ...

While our fellow investors lament the state of the market, we will focus our time on maximizing wealth in the face of a market decline.

Reviewing our philosophy on investment management and the various techniques and strategies that our advisors are implementing.

Since we have not experienced a bear market in over 11 years, it is important to remember that volatility is a normal part of investing.

When red flashes on the screen, our perspective is that every decision we make must be based on facts and experience, not urgency.

Market fluctuations are uncomfortable. With this in mind, it may be instructive to review a few key components of our investment principles.