Apr 2020
It seems just like yesterday that investors were wondering where market volatility went. After months of very low volatility, it returned with a vengeance. The current market turmoil is driven by four powerful factors as we grope for a light at the end of the tunnel. From Wither the volatility to Weather the volatility. (pdf)
read more...Mar 2020
Instead of letting the market gyrations, the threats of the Coronavirus, the uncertainties of the presidential elections, or the concern for supply chain disruptions weigh you down, we advise our clients to take action on things they control and things that are important to do. In Mar, this is making sure that you fully fund […]
read more...Jan 2020
2019 turned out to be a very good year for the markets, far exceeding most expectations. What does this mean for 2020? Alert but not (yet) alarmed – Annual Markets Review 2019 (pdf)
read more...Oct 2019
Despite a lot of political drama which raised economic fears, investors seemed unconcerned. The US Stock market had a good Q3 in 2019, but one asset class did even better. How we are prepared to deal with markets in the coming months. Quarterly Market Review 2019 Q3. (pdf)
read more...Jul 2019
Q2 2019 continued the upward trend of Q1. Investors seem unconcerned with the economic climate in the US and overseas. Are we “Comfortably Numb?” Comfortably Numb – Q2 2019 Market Review (pdf)
read more...Apr 2019
In sharp contrast to Q4 2018, all our five key asset classes enjoyed positive returns in Q1 2019. That is one Tale, in New York City, whose Wall Street is an investment icon. This is one of the longest Bull markets in US financial history and if history is to be believed, a correction should […]
read more...Mar 2019
The performance of investment portfolios is unpredictable; but your progress towards financial independence need not be. There are several things you control about your financial future even when markets are uncertain. IRA Contributions are one example. IRA Contributions.
read more...Feb 2019
Jeff, Bill and Warren walk into a Club … The Forbes billionaire club. Some observations on how wealth is created. Forbes Billionaires Club
read more...Jan 2019
Despite a poor 2018 for most financial markets, we don’t see any compelling reason to change our overall strategy. Currently, the decline in the market feels very raw and dramatic. But, in time we think that 2018 will be viewed as a poor but hardly a disastrous year. 2018 Annual Markets Review (pdf)
read more...Nov 2018
A lot of the work we do as investment advisors impacts clients’ taxes; especially the type of clients we deal with (People with substantial portfolios near or in retirement). Here are some things such investors can do to manage their investment related taxes more effectively. Things You Control – Tax Moves
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