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recent publications

Please enjoy our recent articles and thoughts on the markets. If you would like to receive regular updates from us via email, please submit the contact form below.


Foundational Content

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paige's ponderings

We publish a monthly newsletter, Paige's Ponderings, that is sent out directly to our clients. Recent editions can be accessed using these links:

07/03/2024 - Paige's Ponderings: Jocund July
06/04/2024 - Paige's Ponderings: Joyous June
05/08/2024 - Paige's Ponderings: Lucky & Magnificent May
04/04/2024 - Paige's Ponderings: The Forms of April
03/08/2024 - Paige's Ponderings: An Adventurous March
02/07/2024 - Paige's Ponderings: Phil's Predictions
01/04/2024 - Paige's Ponderings: A January Refresh
12/06/2023 - Paige's Ponderings: Dashing into December
11/03/2023 - Paige's Ponderings: Nobel November
10/02/2023 - Paige's Ponderings: Optimistic October


Quarterly Commentaries

Every quarter we analyze current market trends and consider broad financial topics. Our aim is to provide approachable content that is relevant to all of our clients.

Q4 2025 Commentary: It's All 'Only on Paper' Thumbnail

Q4 2025 Commentary: It's All 'Only on Paper'

What we know: the stock market will go down. What we don’t know: when that’ll happen. We often hear clients and prospects repeat a version of “I don’t want to lose any money” or “isn’t the stock market too risky?”. By not investing in the stock market, you’re not eliminating risk, you’re just changing the type of risk you’re exposed to. Allowing inflation to erode purchasing power by not investing in the stock market is a serious risk in your retirement years.

Q3 2025 Commentary: Social Security - Will It Be There For Me? Thumbnail

Q3 2025 Commentary: Social Security - Will It Be There For Me?

Social Security, a once boring and dull topic of conversation amongst retirees, is making headlines. Much of the information and misinformation on Social Security follows clickbait titles that scare readers into believing that benefits will stop completely because Social Security is going to “run out of money”. We explore options available to extend Social Security benefits at their current levels. The sooner they are enacted, the less ‘painful’ they will be.

Q2 2025 Commentary: Estate Planning & Passing on More Than Your Money Thumbnail

Q2 2025 Commentary: Estate Planning & Passing on More Than Your Money

When people hear the term estate planning, they often think it’s only for the ultra-wealthy or something to worry about later in life. But in reality, estate planning is about protecting your loved ones, your wishes, and your legacy. Regardless of the size of your assets, having a plan in place ensures that your affairs are handled the way you intend, both during your lifetime and afterward.

Q1 2025 Commentary: Understanding Behavioral Finance & the Four Money Scripts Thumbnail

Q1 2025 Commentary: Understanding Behavioral Finance & the Four Money Scripts

While performance gets all the airtime, it is crucial to occasionally take a step back from the hard data and focus on another topic that affects every investor: behavioral finance. The way we think about money is shaped by our experiences, upbringing, and emotions, often in ways we don’t fully recognize. Understanding these influences can help us make more rational financial decisions and avoid common pitfalls.