October 11, 2023

Inflation and Interest Rates

Dear Friend:

The topic of inflation and interest rates remained top of mind for investors throughout this year and last. We will discuss recent developments, their impact on fixed […]

Executing Your Financial Plan and Expanding the Noesis Family

Dear Friend:

It is summer in the Northern Hemisphere, and we hope that you are enjoying the warmer months and longer days with […]

Risk Management and Investment Discipline

Dear Friend:

The most significant event in the first quarter of 2023 was the failure of two U.S. banks on March 9 and the subsequent panic in […]

The Challenge and Opportunity of Inflation

Dear Friend:

It has been a year since we discussed the supply chain issue, labor shortage, ongoing pandemic, China slowdown, and inflation. Some of the challenges […]

BEAR Markets, Speculators in Cryptoassets Lost $2,000,000,000,000 This Year

Dear Friend:

This summer I wanted to write about market volatility and investor behavior in down markets, and then I remembered that we […]

Focus on What to Own

Dear Friend:

Our colleague Michiel Scholten, who runs our Dutch office in Amsterdam, will discuss Russia’s invasion of Ukraine in the first part of this quarterly letter. […]

Outlook for 2022

Dear Friend:

Review of 2021

We wrote the following at the beginning of 2021: “The tug of war between greed and fear was definitely on display in 2020.” A similar […]

Opportunities Through Market Volatilities

Dear Friend:

As we are approaching the last quarter of 2021, we face many issues: the continuing pandemic, inflation, supply chain disruption, labor shortage, elevated government debt burden, […]

Longevity Planning

Dear Friend:

We often write about the markets, the economy, specific investment ideas, or strategic themes, but in this newsletter we want to focus on the planning solutions we implement day […]

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