In our mid-year outlook, we reflect on the volatile first half of the year and reaffirm our commitment to a goal-focused, long-term approach to equity investing. Time and again, history has shown that markets are resilient, emerging stronger from even the most severe crises. Watch the full video for a deep dive.
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Helping those you care about
The purpose of our “Great Investors” series is to help you become an outstandingly successful investor by following the principles of patience and discipline, which are required to prosper as an equity investor. No doubt, “Mr. Market” periodically tests that patience and discipline, by subjecting investors to emotional swings which can cause many to make a Big Mistake. It is only those who faithfully adhere to a rock-solid investing philosophy who will pass those tests.
Successful investing, while always fundamentally simple, will never be easy. You may have a family member, colleague, or friend who perhaps has not fared as well recently, and who you feel might have benefited from the sort of advice you were receiving. Should that be the case, we would certainly appreciate your introducing us to them. We very much enjoy working with you, and would welcome the opportunity to offer the same level of planning and service to people whom you care about.