Santa Fe Advisors, LLC

Investment advisor for individuals and institutions

Articles

The Water is Never Fine – Market Commentary»

July 20, 2018 –

Investing means taking risk, and while it should be done in a thoughtful and cost-efficient manner, a “safe” time to invest is rarely obvious: the water is never “fine.” Please follow the link to download the entire article. The Water is Never Fine  

Risk Cuts Two Ways – Market Commentary»

April 17, 2018 –

The nature of investing is one of taking and managing risk, with a recognition of the potential for both upside and downside risk. Please follow the link to download the entire article. Risk Cuts Two Ways

Charitable Planning – Client Letter»

March 21, 2018 –

If you support charitable organizations with cash gifts, there are other ways to support those organizations that may be more tax-efficient.  Please follow the link to download the entire letter.  Charitable Planning

A Primer on Market Lingo – Market Commentary»

October 18, 2017 –

The phrases bull market and bear market are among the many terms used in financial market parlance; they refer to periods of rising and falling prices, respectively.

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