JUL 2015
Q2 2015 Market Review – Political Drama, Quiet Markets. Q2 seemed to be more about political and world events and less about investment markets. Yet even in such lackluster markets we believe there are approaches investors can use to work towards their financial well-being. Q2 2015 Letter .
read more...MAY 2015
Research by Wharton and Chicago professors outlines why it’s hard for traditional active managers to beat the Indexers. Evidence points to Index investing as the way to invest, if only because it’s cheaper. But, this debate is not yet over. Scale And Skill .
read more...APR 2015
Q1 2015 Market Review -Steady returns, little fanfare. Q1 was quiet but productive, from an investment perspective. Four of the five asset classes were positive for the quarter. Commodities did poorly and International stocks and Real Estate Investment Trusts (REITS) did the best. Q1 2015 Letter .
read more...MAR 2015
Investors face an array of activities that can determine their future. These range from activities they control (how much they save) to things they simply do not (the future returns on their investments). Effective people spend their efforts on things they control. Things you control – IRA contributions
read more...FEB 2015
Asset location (not Asset ALLOCATION) is a recent theme in investment management. Why it is important. Asset Location
read more...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
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