Albion Financial Group

albion GPS

Stay in the know

Thank you for your interest in Albion Financial Group. We offer free access to our white papers and articles as one way to help Americans achieve financial security. Please enter your contact information below if you’d like to be notified when we post new publications.

We will never share or sell your information.
(See our full privacy policy.)

Skip and continue to Publications >

learning center

a lifetime of good decisions

Click below for quarterly letters from Albion Financial Group.

  • Fourth Quarter 2018

    This quarterly letter contains some thinking on Artificial Intelligence, a review of the market narrative ending 2018, and the KonMari Method is held up to personal finances.

    View File

  • Third Quarter 2018

    In this edition of our quarterly letter our President, John Bird, observes in “Prerequisite: The Attention Span of a Gnat” how the headlines of today quickly fade from the front page as we move onto the new and the next before truly under

    View File

  • Second Quarter 2018

    In this quarterly letter we break down the history of tariffs in the U.S. as well as share our economic and market outlook which despite the scary headlines is still relatively rosy. We also question paying off debt versus building savings.

    View File

  • First Quarter 2018

    April is Financial Literacy Month and in the spirit of education, this edition of our quarterly letter will focus on different aspects of financial literacy.

    View File

  • Fourth Quarter 2017

    In this quarter letter we explore how we work with our clients to turn risk assessment into meaningful portfolio construction. We also provide our outlook on the market and economy including impacts, real or presumed, of the 2017 Tax Cuts.

    View File

  • Third Quarter 2017

    In this quarterly letter we address the Equifax breach while highlighting steps you can take to make it a little harder for the bad guys to get their hands on your data. We also review the economy and despite the voices shouting from the rooftops.

    View File

  • Second Quarter 2017

    This quarter we share our thoughts on the importance of disruptive change as a facilitator of long-term economic growth. 

    View File

  • First Quarter 2017

    "All over the world, we're seeing access to food, clean water, education and healthcare improve; as a result, global innovation is rising as well"

    ~ Peter Diamonds

    View File

  • Fourth Quarter 2016

    With 2016 in the rearview mirror we examine the increasing rate of change in our globally connected world and its social, economic and political impacts.  

    View File

  • Third Quarter 2016

    “Now, here, you see, it takes all the running you can do, to keep in the same place. If you want to get somewhere else, you must run at least twice as fast as that!” ~ Lewis Carroll

    View File

  • Second Quarter 2016

    BREXIT – Why Do We Care?  

    View File

  • First Quarter 2016

    "The most difficult thing is to recognize that sometimes we too are blinded by our own incentives. Because we don’t see how our conflicts of interest work on us." ~ Dan Ariely 

    View File

  • Fourth Quarter 2015

    “It is health that is real wealth and not pieces of gold and silver.” ~ Mahatma Gandhi

    View File

  • Third Quarter 2015

    “It's not what you look at that matters, it's what you see." ~ Henry David Thoreau

    View File

  • Second Quarter 2015

    “Remember that credit is money.” ~ Benjamin Franklin

    View File

  • First Quarter 2015

    “The nation should have a tax system that looks like someone designed it on purpose” ~ William Simon

    View File

  • Fourth Quarter 2014

    “I do not agree with what you have to say, but I’ll defend to the death your right to say it” ~ Voltaire

    View File

  • Third Quarter 2014

    “Plans are nothing; planning is everything.” ~ Dwight D. Eisenhower

    View File

  • Second Quarter 2014

     “To the extent that people reach old age mentally sharp, physically fit, and financially secure, the problems of individual and societal aging fall away.” ~ Laura L. Carstensen, Stanford Center on Longevity

    View File

  • First Quarter 2014

    “History doesn’t repeat itself but it often rhymes”

    View File