In reviewing a portfolio with clients this week, we were discussing a particular holding that was under water (valued at less than they paid for it). We had a good discussion about how to approach positions in an unrealized loss status and I thought it would be worth sharing Investing in public markets is a […]

We all like to think we are fully rational human beings, capable of staying in control of our emotions and making sound decisions in all areas of our lives – especially when it comes to investing. When markets are steady and moving in a upward trajectory, many of us are able to operate in a […]