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2026 Q1 March Quarter Review
Read more: 2026 Q1 March Quarter ReviewEconomic Overview Global markets struggled across the board in Q1 for a clear reason, the beginning of the conflict in…
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When Housing Stops
Read more: When Housing StopsIt’s been called Cold Australia, due to similarities in size and population density. Along with the fact it’s a former…
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Geopolitical Instability/Portfolio Stability
Read more: Geopolitical Instability/Portfolio StabilityUnfortunately, we’re seeing another concerning conflict in the world. While it’s obviously very sad due to lives lost, injuries, stress,…
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Beneath the Surface
Read more: Beneath the SurfaceOccasionally clients come to us with existing portfolios. They have funds in them we share no philosophical alignment with. We’d…
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Another Bitcoin Winter
Read more: Another Bitcoin WinterFirst, a mea culpa on something we got wrong. On the “new asset” side, eventually reality catches up to speculative…
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Financial Planning, Investment & Insurance Solutions
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