What does Charles ponder as he rides into work on his bike in the morning? Often, it is how to solve a client challenge.
We think it’s a good thing he has this quiet time to think. After all, he spends his day doing investment research, making asset allocation decisions, working on portfolio design, executing trades, and ensuring portfolio data integrity. Whew. It makes us feel better to know he can clear his mind on the ride home at night.
“I like giving clients the confidence to relax and practice patience. I mean, as Charles Dow said, 'no one plants corn in the morning and then checks it at noon on the same day to see how it is doing.' Ours is a thoughtful process meant to achieve growth over time.”
Family & Money Advice
Articles Quoting Us
"Investing in these uncertain times"
Columbia Business Monthly
Liquidity: easy to buy dangerous to sell
What is inflation: How does inflation affect me?
Understanding the difference in stocks, bonds, mutual funds, and ETFs
The benefits of having an investment plan
The Omnivore's Dilemma
Thinking, Fast and Slow
The Worldly Philosophers
Robert L. Heilbroner
Fooled by Randomness