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Wise Words from Wes
🦉 Hold Onto Your Hoots: Is this Mid-Term Year Going To Be “Mid?”Welcome to 2026! And welcome to the first quarter of a mid-term year. I wanted to share a few things Iam thinking about to start the year. My first thought is about how...
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Wise Words from Wes
Today’s post is about data versus narrative — and right now, those two are telling very different stories. I spent time last month talking about the market being at all-time highs and how that is not something we should be afraid of....
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Staying Invested at All-Time Highs- and Why Q4 Could Help
I am sure you have been seeing headlines about the market hitting "all-time highs." When the market hits all-time highs, it’s natural to think, “Great… I just bought at the top" or "Should I sell while the market is high and buy back...
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Wealth & Wisdom: June 2025
Wisdom Begins with Insight "Volatility is the price we pay to invest." Markets delivered a wild ride this spring. After a sharp drop, we saw a rally in just 27 trading days. It's a strong reminder that volatility often precedes growth,...
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May Market Update: That Was Fast
Quote of the Month: "It is human nature to overestimate risk and underestimate opportunity." – Jeff Bezos From Panic to Rally—In Just 27 Days In my April update, I wrote about how tough stretches in the market often lead to strong...
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Volatility Is The Price We Pay To Invest
One of my favorite quotes has always been, "Volatility is the price we pay to invest," and it rings especially true today. The market has been tough over the past few days. A 10% drop in just two days to end last week is certainly no...
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Feeling Anxiety about Market Reactions?
I've been getting a lot of calls and messages lately, and it’s clear that many clients and investors are feeling more anxious about the markets. I completely understand why. With the market dropping 5-7% over the past few weeks, along...
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