In this issue

• David Thurston and Andy Martin review some of the common behavioral traps that long-term investors with diversified portfolios fall into during market rallies like the one we have experienced in recent years in “Just Another FOMO Market”
• Kyle Johnson discusses how to think about impact investing within your overall portfolio strategy in “New Ways to Make an Impact”
• C|A Perspectives speaks with Meyer Memorial Trust’s CFO and CIO Wayne Pierson as he nears his retirement after more than 30 years at MMT to discuss his time with the Trust and what he believes have been its keys to success
• Chris Houston offers considerations for private wealth investors when developing a holistic tax-strategy approach to portfolio management in “Clearing a Higher Hurdle”