The Investor Insight | January 2022

Written By Brant Jones

YEAR-END REVIEW AND 2022 OUTLOOK

At the close of 2021 I completed a task I have done each year for the past 25+ years, reviewing what went right and where things went off course. The practice, handed down to me from my earliest mentor in the business, allows me to examine in detail the investing decisions of the past year—not just those that did well, but those that provide an opportunity to learn from mistakes. The latter often is most illuminating.

The firm had an exceptional 2021, and I would like to thank my excellent staff for their hard work to get us there. Unfortunately, COVID-19 continues to morph (at a seemingly exponential pace), and it has certainly lasted much longer than most had expected, presenting additional challenges in 2022.

What’s Inside?

  • Year-End Review and 2022 Outlook

  • TIME IN, not TIMING, the Market

  • RBC - Our New Partner

Brant Jones
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