Insights

To keep you informed on topics relevant to managing your wealth, we post our commentaries and other news items here. We welcome the opportunity to answer your questions about any of these matters.

AllNewsCommentary

Commentary / 03.01.2021

Columbia: Latest Insights - Volatility

Time in the market beats market timing
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News / 02.05.2021

Muirwood // Winter 2021

Our latest client newsletter: Performance Reports, Tax Prep, Office Updates
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Commentary / 11.20.2020

Franklin Templeton: Knowledge drives confidence, confidence drives growth

Insights on how knowledge and confidence drive investment strategy
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News / 10.30.2020

Muirwood // Fall 2020

Our latest client newsletter: New Office, Updated Website, Election Commentary
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Commentary / 09.01.2020

Columbia: Latest Insights - Fixed Income

State revenue decline less dire than projections
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Commentary / 08.01.2020

Columbia: Latest Insights - Equity

Look beyond election-year volatility for a longer term view on stock market performance
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News / 07.22.2021

Muirwood // Summer 2021

Our latest client newsletter: Celebrate, Resources, Beneficiary Review
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News / 06.15.2021

Muirwood // Celebrate!

We are excited to celebrate our one-year anniversary
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News / 04.23.2021

Muirwood // Spring 2021

Our latest client newsletter: Shredding Documents, Performance Reports, RMDs
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News / 02.05.2021

Muirwood // Winter 2021

Our latest client newsletter: Performance Reports, Tax Prep, Office Updates
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News / 10.30.2020

Muirwood // Fall 2020

Our latest client newsletter: New Office, Updated Website, Election Commentary
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News / 07.23.2020

Forbes: How the Stock Market Performed Under Every U.S. President Since Truman

Biden vs Trump. Some speculate that the future of the republic hinges on the outcome of the next election. But for smart investors it doesn't really matter who wins.
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