Blog Articles

Philip Bachman

Sequence of Returns

Imagine you have an investment account that enjoyed a 12% gain two years ago, a 4% gain last year, and a 10% loss this year (if

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Nick Clay

Quarter Review

If you follow the news headlines then it probably comes as no surprise that the included chart is filled with an unfortunate amount of negative/red numbers.

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Philip Bachman

Market Update | July 25, 2022

It is chancy to reason that a current trend will continue indefinitely. Linear patterns may persist for a while, but they’re bound to collapse eventually to

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