Archive for July, 2020


Value: History Is On Its Side

We talk often about the importance of good investor behavior when it comes to having a successful investment experience. The need for disciplined behavior is heightened for investors who have exposure to value stocks, which are companies who are relatively underpriced in comparison to their peers.

David and Goliath

Breathe easy, this will not be a wealth management group’s attempt at a full recounting of the biblical story of David’s victory over Goliath, although it is quite the tale.