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Recently, a client asked how often we’ve been recognized as a 4- or 5-star Morningstar performer. While we don’t have an exact count of consecutive quarters or total recognitions over the past three decades, the answer is simple: many, many times. Our consistent performance speaks volumes. Based on rolling returns, our [...]

“The investor’s chief problem—and even his worst enemy—is likely to be himself.” – Benjamin Graham Since President Trump’s April 2nd “Liberation Day” announcement, financial markets have exhibited significant volatility, understandably causing consternation among investors. The initial draft of this post was finished after market close on Tuesday, April 8th, having […]

The current political season indicates a choice between Trump and Biden for the upcoming election. Despite the curiosity surrounding their potential impact on the economy and stock market, we at Altrius believe that the resilient American economy will continue to flourish irrespective of political leadership. The success of prominent international […]

I recently received an email from an old friend and client expressing concerns about our nation’s future and the stability of capitalism.  Negative articles and distressing news on television seem to dominate the narrative, overshadowing the tremendous good happening in our nation and the world. When I find myself pondering […]

When my father passed away almost nineteen years ago, my mother purchased a Rolex watch for my brother and me as a commemoration of his life.  Over a weekend in New York City a month or two ago, I was listening to a financial advisor (he and his partner are […]

Depending on who you speak to the stock market, at times, can be a wonderfully efficient and rational market, or it can be a terribly confusing and irrational landscape filled with gamblers and speculators. While we do not like to cast such definitive judgements on market cycles, we do find […]

Past debt ceiling negotiations in previous years have followed a similar pattern in that the market remains volatile until Congress eventually realizes the importance of paying the bills for the expenses it has already passed into law.  That said, each negotiation is different though this time, both parties have acknowledged […]

We’ve all been there. It was a long day at work, meetings ran later than you expected, and you didn’t have time to go food shopping, let alone find a recipe and cook, so you fire up your trusty app, Door Dash, to have dinner delivered to you. Maybe it […]

Before I officially started at Altrius, I found myself reading a copy of “Invest Like An Aardvark” on a shockingly warm December day. I turned the page to the second chapter and read something that has been stuck in my mind like super glue ever since, “Investors should be buying […]