Details Are Part of Our Difference
David Booth on How to Choose an Advisor
20 Years. 20 Lessons. Still Taking the Long View.
Making the Short List: Citywire Highlights Our Research-Driven Approach
The Tax Law Changed. Our Approach Hasn’t.
Category: Philosophy
We Will All Look Back at 2020 and Lie

Jason Zweig from the WSJ wrote a great piece in this weekend’s journal. In it he writes “Don’t let yourself be fooled into believing its unusual that nobody knows what’s going on right now. The past makes sense only in retrospect, after our minds burnish it to our liking. The present almost always defies our efforts to make sense of it.”
Matt’s Message To You During Coronavirus
You may have read Matt’s prior message about the Coronavirus, but just in case you missed it, click to listen. Please note we have received a few calls, contrary to the audio message, but the central themes remain as relevant two weeks ago as they do today (even as the media’s position on the virus changes daily).
Wealth is What You Don’t Spend

“Something obvious, but hard to deal with in real-time, is that exercise only works when its gains aren’t cashed in.”
Ever heard the old saying “a penny saved is a penny earned”? Check out a modern take on this idea in Morgan Housel’s “Wealth is What You Don’t Spend.”