Dancing with the Trend

Taxes Are the Consequence of Successful Investing

by Grant Morris, Greg Morris

In light of tax season being near (albeit delayed) and that we find ourselves in the midst of a bear market, we thought it was a good time to discuss active management and taxes, which is something we are asked about regularly... Read More 

Dancing with the Trend

Trend Following Was Ready, Were You?

by Grant Morris, Greg Morris

On February 13, 2020 we published an article called "Ready for a Bear?". On that day, the S&P 500 and Nasdaq Composite were closing near all-time highs, and 3 trading-days later on February 19, 2020, they both notched their peaks of this 11-year bull market cycle... Read More