Dancing with the Trend

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Taxes Are the Consequence of Successful Investing

by 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

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Trend Following Was Ready, Were You?

by 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