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Observations

Keeping up with the latest from Telarray.
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Strategy

Bond Duration Considerations

Bonds have had a challenging year, and we have received questions about whether or not we should extend our average bond maturity/duration now that yields

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Gaining a deep understanding the problems that customers face is how you build products that provide value and grow. It all starts with a conversation. You have to let go of your assumptions so you can listen with an open mind and understand what’s actually important to them. That way you can build something that makes their life better. Something they actually want to buy.
Strategy

Advisor Considerations

One of the most common questions I get is “I’ve got a windfall/life change/more income.  How do I pick a financial advisor?” My first impulse,

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Balance on a railway
Strategy

On Uncertainty in Investing

As part of the Observatory (our financial planning process), our investors unsurprisingly end up with, well, investments. These allocations are based on client need, desire,

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University of Arizona Wildcats
Strategy

March Madness

March Madness is nearly upon us, and as many of us know, the season highlight for college basketball fans is often full of upsets, underdogs,

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