Letter to Investors – Trust People to be Themselves
Trust is an interesting concept. How does one “trust” someone? What if they break that trust – should we trust them again? This has weighed especially heavy on me in recent months as continuously it seems that we are called to trust that politicians have our best interests in mind when they draft policy and…
Read articleLetter to Investors: Keeping Focus
Dear colleagues, clients and friends, n n I hope that the last year was wonderful and productive, spent building on the things that are important to you and your family. We are grateful for our clients and their diligence in allowing us to lead them through what we perceive may be some of the most…
Read articleMichael Olivia Named Forbes Top 100 Financial Securiy Professionals List
We are pleased to announce that Michael Olivia, a member of our team at WestPac, has achieved an impressive ranking in the renowned Forbes Best-in-State Top Financial Security Professionals in 2023. n n In the state of California, Michael has secured the remarkable position of #3, as well as a place in the Top 100…
Read articleLetter to Investors: The Wait of the World
As the months in 2022 continue to pass by, we wonder if the Fed, inflation, or the economy will give in first. n n Dear colleagues, clients and friends, n n If you’ve been following our quarterly letters and attending calibration discussions, you’ve heard us talk about the Federal Reserve and inflation. And while we…
Read articleLetter to Investors: The Allegory of the Cave and Shadows on the Wall
The shadows on the wall may not be an accurate representation of the reality of global monetary and fiscal policy. n n Dear colleagues, clients and friends, n n At some point in our lives, many of us were told the story of Plato’s cave. For those who may not recall, The Cave describes a…
Read articleLetter to Investors: The Double-Edged Sword of Interest Rates
The Federal Reserve and Federal government have told us we have a strong economy – the Fed’s commitment to raise interest rates and to stop buying bonds may tell a different story. n n Dear Colleagues, Clients and Friends, n n The year is 2020, and the global economy has just been shuttered due to…
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