Author: Morgan Housel of Collaborative Fund

This week's The Distillery is a wonderfully pragmatic piece on lessons learned throughout the last year, as we all adjusted to our new COVID world. Enjoy the read.   Read More >

This week's The Distillery touches on a subject often procrastinated, yet oh so important: Estate Planning. Even if your estate isn't overly complex and doesn't need "planning" per se, having an estate plan in place is still one of the best gifts you can give your survivors. Enjoy. Read More >

This week's The Distillery is one of the most succinct and clear messages regarding how momentum and mean reversion work in both markets and portfolios. At The Advocates, our entire Growth strategy is built around these two principles, so it's nice to be able to share an article such as this one that illustrates your likely investment experience over the past few crazy years (is it 2022 yet?) Read More >

This week's The Distillery is a deeper dive into the Electric Vehicle (EV) industry. Tesla and many other companies within this industry have taken our breath away with their parabolic stock charts over the last year or two, but it appears that more and more people are starting to question whether or not that rise is sustainable. Read More >

I think we can all relate to this week's The Distillery. Working from home has been a mixed bag. With the perks of convenience, comfort and freedom come the downside of social disconnect and potential for decreased self care and productivity.  With employers beginning to have serious conversations around the future of their employee's work locations, it's time to ask yourself if working from home truly improves your Return On Life. Read More >

Investors often make the assumption that Value Stocks are only boring companies that offer predictable future cash flows at a discount. However, as this week's The Distillery points out, at least half of the value stock universe are actually more junk than quality! Read More >

We often request budgets from clients while building or updating their plans, but the word budget gets a bad wrap and the task is sometimes delayed because of its' negative connotation. Instead, it may help to think of a budget as more of an exercise in spending awareness. If you have a good idea of what life costs now, then we can build an even more accurate financial plan to ensure you live your vision, accomplish your goals and outlive your money. All that being said, this week's The Distillery overviews budget line items on which you'll likely spend less in Retirement. Now who's excited about updating their budget! Read More >

This week's The Distillery is a personal perspective from none other than David Booth, Executive Chairman and Founder of Dimensional Fund Advisors (DFA).  In his letter to investors he offers sage wisdom for investing throughout a lifetime, not just this current game-like environment. We hope you enjoy. Read More >

This week's The Distillery is directed towards those of you that have the itch to start your own business. While compelling, especially in the current work-from-home environment, there's certainly more thought required ahead of such a venture. Today we offer up 3 such thoughts to consider. Read More >

The noise out there is getting pretty loud, agreed? This week's The Distillery isn't meant to offer yet another headline around Gamestop, but instead to refocus our thoughts and remind ourselves that wealth creation typically involves a plan in place and a disciplined long term investment strategy. Read More >