The Optimistic Investor® Archive
The Optimistic Investor® is our quarterly client memo. We use it to reinforce the core principles of our planning and investment philosophy, share positive and exciting current events, and provide updates on changes in the world of financial planning.
- Edition 13 - March 2026 - Pick Your Poison – Discipline Today or Regret Tomorrow
- Edition 12 – December 2025 – Don’t Let Bubble Headlines Burst Your Confidence
- Edition 11 – September 2025 – Illusion of “Safety” – The Hidden Risk of a Fixed Income Retirement Strategy
- Edition 10 – June 2025 – Tariff Tantrums: How Investor Behavior Impacts Success
- Edition 9 – March 2025 – Strength in Numbers: The Benefits of Broad Diversification
- Edition 8 – December 2024 – The Only Certainty We Have Is Uncertainty
- Edition 7 – September 2024 – Navigating the Noise
- Edition 6 – June 2024 – Seeing Beyond the Ballot Box
- Edition 5 – March 2024 – “High” Compared to What?
- Edition 4 – December 2023 – Maintaining Focus in an Uncertain World
- Edition 3 – September 2023 – The Importance of Earning the “Equity Premium”
- Edition 2 – June 2023 – Investing in Innovation
- Edition 1 – March 2023 – Why The Optimistic Investor?
