Waiting to take off on a flight back to New Hampshire after meeting clients in Florida recently, I had time to reflect on my client visits in the Sunshine State. Among the people I visited were a successful third generation business owner in his thirties, a retiree in his seventies, a business owner in her… Read More »
While walking my dog Max this morning, I thought of the idea for this article and decided to ask ChatGPT some questions. Immediately, I got back useful information to write the article after our walk. Before writing this article, I had access to the free version of ChatGPT but due to the content limitation, I… Read More »
Throughout my money management career spanning nearly thirty years, I have experienced bear markets, on average every five years. A bear market is defined as a correction of 20% or more. My experience managing money for my family and clients all this time closely matches the historical record of a bear market occurring every five… Read More »
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Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website www.adviserinfo.sec.gov. As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. Past performance is not a guarantee of future results.
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