QUARTERLY INVESTOR LETTERS
March 2023
A combination of factors contributed to strong stock market returns in January: a) China abandoned its “zero-COVID” policy; b) indications of peak inflation; c) favorable
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December 2022
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September 2022
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June 2022
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December 2022
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September 2022
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June 2022
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March 2022
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Market Updates
Financial Analysis of Roth Conversions
In our opinion, there is no “one size fits all” recommendation with regard to Roth conversions. For certain clients, a Roth conversion could be
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Home Affordability and The Convexity of Housing
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Pandemics & Paradigms
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Primer on NPV, IRR, & DCF
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Home Affordability and The Convexity of Housing
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Pandemics & Paradigms
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Primer on NPV, IRR, & DCF
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Humans v. Machines, Part III
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