seek the bargains

A Luck-Proof Mindset

“Who knows what is good and what is bad?” What an ancient parable has to teach us about getting a “luck-proof” approach to investing: a message from Caitie this week.


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Waiting for the Best View

“Getting in on the ground floor” may sound enticing. We like to be first, best, and on top of things. But just remember that the view is always better from higher up.


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A Luck-Proof Mindset

“Who knows what is good and what is bad?” What an ancient parable has to teach us about getting a “luck-proof” approach to investing: a message from Caitie this week.


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The Treasure in the Churn

Back in the snowbird chapter of Mark’s life, he learned that looking for shells was always more fruitful when the weather had been rough. The markets get stormy sometimes. What might come out of the churn? Some perspective for any weather, in this message from Mark.


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The View from Your Investments

“Getting in on the ground floor” may sound enticing. We like to be first, best, and on top of things. But just remember that the view is always better from higher up.


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Persisting through the Seasons

And just like that, the heat of summer is gone. The cycles of nature are such a useful way to think about the cycles in the economy and the markets.

No guarantees… but we seek to persist through the seasons. More in this week’s video.


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When the Price Is Right

Who doesn’t love a bargain? A savvy searcher knows that there’s more than one type of opportunity. What does this mean for our portfolios? More in this week’s video.


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Research Team Q&A: Challenges and Opportunities in Rough Markets

Clients, what do we do when things get so churned up in the markets? We go bargain hunting, of course! In this special message, the team talks bargains, the long view, and keeping the faith through a downturn. Reach out with questions, anytime.


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Getting Stuck on the Ground Floor

“Getting in on the ground floor” may sound enticing. We humans like to be first, best, and on top of things. But just remember that the view is usually better from higher up.


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