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.
Third Quarter 2018In 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
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.
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.
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.
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.
Second Quarter 2017
This quarter we share our thoughts on the importance of disruptive change as a facilitator of long-term economic growth.
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
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.
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
Second Quarter 2016
BREXIT – Why Do We Care?
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
Fourth Quarter 2015
“It is health that is real wealth and not pieces of gold and silver.” ~ Mahatma Gandhi
Third Quarter 2015
“It's not what you look at that matters, it's what you see." ~ Henry David Thoreau
Second Quarter 2015
“Remember that credit is money.” ~ Benjamin Franklin
First Quarter 2015
“The nation should have a tax system that looks like someone designed it on purpose” ~ William Simon
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
Third Quarter 2014
“Plans are nothing; planning is everything.” ~ Dwight D. Eisenhower
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
First Quarter 2014
“History doesn’t repeat itself but it often rhymes”