by SusanD | Mar 8, 2018 | Newsletters
Thoughts from the Desk of Bob Repass… When I recently heard the news that the Reverend Billy Graham had passed away at the age of 99, I took some time to reflect on his life and the inspiration he has been to millions of people across the world. One...
by SusanD | Feb 8, 2018 | Newsletters
Thoughts from the Desk of Bob Repass… This month I want to tackle the subject of risk management. Risk management is not the same as risk tolerance. Risk tolerance is more in line with your investment philosophy, as far as how much can you “stomach” large swings...
by SusanD | Jan 4, 2018 | Newsletters
Thoughts from the Desk of Bob Repass… At this time of the year, you can barely escape the over the top number of “top ten” lists. The top 10 movies of 2017, the top 10 books of 2017, the top 10 TV shows, podcasts, songs etc., etc. you get the picture I’m sure....
by SusanD | Dec 7, 2017 | Newsletters
Thoughts from the Desk of Bob Repass… The month of December is always one of our busiest of the year. I know that probably sounds like a cliché but I can say it truly is. More than any other month it seems like our time gets compressed as each day passes by....
by SusanD | Nov 8, 2017 | Newsletters
Thoughts from the Desk of Bob Repass… NoteExpo 2017 was a huge success! We had over 600 attendees, speakers, sponsors and vendors all converge in Dallas for two jam-packed days. I got to see a lot of old friends and meet quite a few new ones! NoteExpo 2018 is...
by SusanD | Oct 4, 2017 | Newsletters
Thoughts from the Desk of Bob Repass… As I write this column this month, it is the last week of September and I am juggling a lot of balls right now. As Fund Manager for our Colonial Impact Fund-II, we are wrapping up the 3rd quarter of the year. The end of the...