June 28, 2023
Today, we want to talk about something that tends to “fly under the radar” in many conversations about investing: the importance of setting proper expectations. Note: This video was originally published in our monthly client e-newsletter, Guidepost. The importance of proper expectations Today, I’d like to talk about something that seldom gets much attention when […]
April 26, 2023
Today, we want to provide a brief market update and share a story we believe has the power to change how you view your investment portfolio. Note: This video was published in our monthly client e-newsletter, Guidepost. 2023 Q2 Market Update Both US and international stocks have recovered from their March lows when regulators […]
February 1, 2023
Today, we want to unpack a question we get asked a lot this time of year: “What do you think is going to happen with the market this year?” To explore this question—and the question behind the question—is Chief Investment Officer, Zak Lutz. Take it away, Zak! Note: This video was originally published in our monthly […]
October 5, 2021
Today, we’re bringing you the second and final part in our Better Decision Making mini-series. You can check out Part One here: The three questions to ask yourself when making a decision. In part one, Zak shared three key questions to ask yourself when making any decision: Do I have enough information? What story do I want to […]