Dear Valued Client, “History provides a crucial insight regarding market crises: they are inevitable, painful and ultimately surmountable.” – Shelby M.C. Davis, investor, philanthropist, and former VP of The Bank…
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Dear Valued Client, “With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future.” – Carlos…
Dear Valued Client, “People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences.” – Peter Lynch Aloni Goh Wealth Strategy Notes: Equity markets were volatile…
Dear Valued Client, “Waiting helps you as an investor and a lot of people just can’t stand to wait. If you didn’t get the deferred-gratification gene, you’ve got to work…
Dear Valued Client, “The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and…
Dear Valued Client, “The individual should act consistently as an investor and not as a speculator.” – Benjamin Graham, author of The Intelligent Investor Aloni Goh Wealth Strategy Notes: Equity…
Dear Valued Client, “In many ways, the stock market is like the weather in that if you don’t like the current conditions all you have to do is wait a…
Dear Valued Client, “… because timing the market perfectly is nearly impossible, the best strategy for most of us is not to try to market-time at all. Instead, make a…
Dear Valued Client, Aloni Goh Wealth Strategy Notes: Equity markets turned lower after a rally attempt early in September. A higher-than-expected U.S. CPI number was the main catalyst for this…
Dear Valued Client, “I remember the $0.05 hamburger and a $0.40-per-hour minimum wage, so I’ve seen a tremendous amount of inflation in my lifetime. Did it ruin the investment climate?…
