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From the Blog

Covestor Q&A with Adam Zuercher

Want to know a little more about my background, our firm, and our investment strategy? I was recently interviewed by Covestor. Head on over to their blog to see what I had to say about: the biggest influences on my career, why Tony and I launched an investment firm 10 years ago, how our firm picks [...]

The Only Thing We Have to Fear is…Fear Itself

It’s been said that a human is born with only 2 fears, the fear of falling and the fear of loud noises.  Every other fear is acquired.  Those 2 fears in babies were very present when our son was born and our oldest daughter was 5.  She wanted to hold him so bad, but she [...]

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