This week's The Distillery is a series of  nice visuals and charts that I think captures the most highlighted themes and messaging that investors have been exposed to over the last few weeks. I point you towards this piece not to get you overly excited as if nothing can go wrong, but to invite curiosity around what else remains that can go right... Enjoy! Read More >

This week's The Distillery is timely in that it strikes both a personal and professional chord with me. I feel very busy these days and am considering outsourcing even more personal services than I already do now. Also, I've noticed that most all my clients express that they're very busy as well. Something happened during the last year that caused a lot of people to become (or feel) more busy. Perhaps it was the merging of personal and work spaces, or maybe the economy kicked back into high gear so quickly that we are all truly crammed for time! Either way, this week's blog is a reminder of how to think about and value your own time. Happy outsourcing! Read More >

I love when I can post a blog piece that helps describe our portfolio strategy, or at least a major piece of it. This week's The Distillery discusses Valuations and "Fair Value" from a philosophical standpoint. What is Fair Value? How do markets return or pass through Fair Value? How long should we expect to wait for a move back towards Fair Value? All of these questions, of course, lead to further questions. Just as they should. The market isn't something that can be understood and explained away by one individual, but instead reflects all our collective thoughts, feelings, and biases about the future financial world around us. Enjoy! Read More >

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 >