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Election Chaos?

Election Chaos?

Clean Election? Legal Challenges? Gridlock? 🤢   ELECTION CHAOS? 🤦‍  Anything is possible in 2020! 🤷‍  Humility is key: That’s why we often start the discussion by pointing out the three BIG UNKNOWNS shown above and by stating our principled view that we’d...
We Shih Tzu Not: Coronavirus Investing

We Shih Tzu Not: Coronavirus Investing

SERIOUSLY—Rewards will come to those able to patiently withstand volatility and uncertainty. Leading up to 2020, client portfolios were already benefiting from a basket of disruptive ideas and themes built-in to complement core holdings like corporate and municipal...
Under the Cloud of the Coronavirus

Under the Cloud of the Coronavirus

Market History for COVID-19 Under the Cloud of the Coronavirus: Control What You Can Control With age comes experience. We have seen our share of great times and bad times. These experiences have definitely shaped our perspective as fathers, husbands, and wealth...
Getting a Grip on the Situation

Getting a Grip on the Situation

While the Coronavirus (officially COVID-19) matter is, of course, new and serious, the initial anxiety phase of program-driven computer trading and a barrage of media hype appears to be giving way to calmer, more rational thinking. Initial phases such as this are...
2019: The Year of Resolve

2019: The Year of Resolve

  Glenwood Financial Partners, a wealth management firm based in Raleigh, hosted a Year of Resolve luncheon for clients and friends of the firm. The interactive discussion covered the firm’s history as fiduciaries and counselors, its focus on stewardship...