JAN 2015
“It was the best of times, it was the worst of times” is the sentiment that comes to mind when trying to summarize economic and financial markets of 2014. But, for longer-term oriented investors with a sensible financial plan we anticipate a reasonable year ahead. 2014 YE Letter
read more...OCT 2014
Q3 2014 Investment letter. After hitting an all-time high in early Q3, after The Dow Jones Industrial Average (DJIA) crossed the 17,000 level for the first time in history, this index ended Q3 at about 17040. Read more: Q3 2014 Letter Letter
read more...OCT 2014
Smoothing The Transition To Retirement – Dushyant Pandit Interviewed by Wall Street Journal’s Wealth management in WSJ.com, October 1, 2014.
read more...SEP 2014
National Financial Advisor Week – Dushyant Pandit spoke at the NFAW conference on Investing and Planning in Times Square, New York. This conference was focused on increasing financial literacy. His talk was titled: Talking Money With Honey – NFAW 17 Sept 2015.
read more...JUL 2014
Q2 2014 Investment letter. Our current investment strategy (asset allocation) continues to favor equities, remain cautious towards bonds, and maintain a neutral-level exposure to real estate and commodities. Q2 2014 Letter
read more...APR 2014
Q1 2014 Investment letter. We recognize the new high levels in the U.S. Equity markets and fully expect that we might see a correction. But, even at these levels, we do not consider U.S. Equity markets to be overpriced. Q1 2014 Letter
read more...JAN 2014
2013 Year in Review. We hope the markets will provide enough return for investors to make meaningful progress towards their financial goals, without taking undue risk. Investors expecting immediate income from their portfolios to fund current income needs will continue to be stressed for yield. But for longer-term oriented investors with a sensible financial plan […]
read more...DEC 2013
Nov 2013 investment letter. A checklist of some tax topics for year-end investment planning that may be relevant to affluent Individuals and families. 2013 Nov Letter
read more...OCT 2013
Q3 2013 Investment letter. In the upcoming quarter we will review our clients’ portfolios for capital gains and losses. This allows us to make tax aware changes to portfolios and to re-balance them if necessary. Q3 2013 Letter
read more...SEP 2013
Aug 2013 investment letter. I am a big advocate of privacy. But when it comes to our financial matters there is a downside to it that can cost a lot. 2013 Aug Letter
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