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 7 – September 2024
- Edition 6 – June 2024
- Edition 5 – March 2024
- Edition 4 – December 2023
- Edition 3 – September 2023
- Edition 2 – June 2023
- Edition 1 – March 2023