It Was the Best of Times and the Worst of Times

October 21, 2020 This year will surely go down in the history books as one of the most puzzling in terms of reconciling much of the economic data with various trends that are difficult to justify given the challenging overall environment that so many people are facing. This has created two very different realities for … Continued

The Fortuitously Aligned Misconception Error (FAME) Principle

October 14, 2020 As the capital markets have gone through turmoil in 2020 due to the global pandemic, significant portions of the equity universe have been able to hold steady and, in many cases, thrive. While many investors have benefitted by purchasing winning stocks in their portfolio, others are fortuitously exposed to public companies due … Continued

The Reality of Investment Risk

August 24, 2020 Below is a transcript of the video interview. Sara Craven: Welcome, everyone, to another episode of the Sand Hill interview series, where we discuss the science and art of navigating complex wealth. In this series, we speak with subject matter experts and thought leaders around all things pertaining to managing and dealing … Continued

Our Post-Pandemic Life

July 20, 2020 At some point in the not-too-distant future—whether through herd immunity, treatment, vaccine or a disease-state mutation—the health-related threat of the coronavirus will begin to fade away. While the exact timing of that seminal moment remains anybody’s guess, there is little doubt that post-pandemic life is going to look very different. Understanding just … Continued