August 22, 2017 in Investment Commentaries | by Brian Heider

Too Much of a Good Thing – Fall Investment Commentary

One of my favorite books, Tim Keller’s Counterfeit Gods, talks about how it is often good things, when taken to extremes, which get us in trouble in our lives. Such is true in investing as well.  Read More

August 15, 2017 in Articles & Newsletters | by Scott Wood

Strategies for Capital Preservation in Turbulent Times

In its relentless eight-year climb, the stock market has continued to hit new highs on a regular basis, leaving investors to wonder when the next big move will be. Read More

August 05, 2017 in Five, Five, Five | by Scott Wood

Risk Adjusted Performance, Bitcoin, Asset-based Insurance, Vanguard

Can you guess the number of S&P 500 companies that Vanguard owns at least a 5% stake in? This month on the Five, Five, Five we’re discussing the passive investing boom, risk-adjusted performance, Bitcoin, and asset-based long term care insurance. Read More

August 01, 2017 in Articles & Newsletters | by Scott Wood

Why You Need an Investment Policy Statement

One of the most important functions that an investment advisor performs for investors, whether it’s for a wealthy individual, family, or institution, is linking goals to a well-thought-out investment strategy and asset allocation plan.  Read More

July 12, 2017 in Articles & Newsletters | by Scott Wood

The 8 Questions You Need to Ask When Choosing a Financial Advisor

Scott Wood is the Co-founder and Chief Executive Officer of True North Advisors. In my years of working with hundreds of clients, most don't have a strategy and process for how to hire an advisor. We often ask the question, "What is your process for choosing a financial advisor?" We usually get... Read More

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