Insights
Confluence clients enjoy access to a wealth of our continuously updated insights and educational resources. While we operate a fully independent boutique firm, we are partnered with Mariner, a trusted, go-to voice in the wealth management industry. From articles to podcasts and videos, please see the latest insights below.
Staying Calm Despite Transitions in the Market and Economy
“Patience Is a Virtue.” “Good Things Come to Those Who Wait.” – English Poets, William Langland and Lady...
April Tested Investors’ Souls, But We Stand By Our Base Case
“And now you know the rest of the story.”–Paul Harvey, Iconic American Radio Broadcaster Stocks Took a Beating in...
Patience and Poise Is Required… Still Positive but Expect More Sobering Returns for the Year
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has...