These events underscore our conviction that the essential challenge to long-term successful equity investing is neither intellectual nor financial, but behavioral; it is how one reacts, or chooses not to react, to market declines that will determine long-term financial success. Less than 60 days ago, we delivered our end of... read more →
Feb
28
Dec
06
This past Sunday marks a most significant anniversary in the economic and financial history of the United States, and I could not let it pass without comment. When properly appreciated, it can serve as an importantly teachable moment. For it was a quarter century ago, on the night of Thursday,... read more →
Aug
27
My commute to the office, if you can call it a commute, is about one and a half miles. Total drive time is about 7 to 8 minutes. Often, I will listen to some smooth jazz or something similar, or just have the windows down and feel a warm breeze.... read more →
Jun
03
It goes by many names. Some call it a “rainy-day fund” or an “emergency fund”; others refer to it as “mattress money”. Whatever you call it, the function is the same. It is a buffer of protection against life’s unexpected occurrences. Think of it as insurance against some sort of... read more →
Jun
25
This month’s Employee Feature is Konstantin Bystritsky, CFP® Wealth Manager at DWM. Konstantin brings more than 13 years of experience in the financial services industry, including being part of a team at Fidelity managing more than 450 high-net-worth client relationships. His experience includes creating financial plans for accumulations, preservation and transferring... read more →
