Day

July 29, 2020
The news is omnipresent: in our hands, in the web browser, in the background at a public space. But it’s just noise. This week’s Periscope addresses an example of news and futility. Same News—Different Conclusion I knew it was going to happen. The headlines would give us bad news about financial institutions. Here is a...
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Read this Periscope to learn about some of the new resources provided on our all-new website, www.assetsandincome.com Client Access The new Client Access button, at the top left of the webpage, provides links to several of the most common requests made by our clients. You can login to see your accounts, your financial plans, download...
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  Read this Periscope for a recap of the one of the most strange episodes in the history world investments, the year 2020. Since we don’t have sports, we might as well have drama—and 2020 is delivering a lot of drama. Investment update Overall, we are comfortable with our current portfolio positioning, which balances a...
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