Oct 2018
Q3 was strong – our 5 assets classes had positive returns and US Equities (SP500) hit an all-time high late Sept. But, that was a week ago… Early Oct saw declines in all 5 asset classes, except Cash, and sharp market declines on 10/10/2018 prompts the question: Is this “IT”? Embracing Uncertainty – Q3 2018 […]
read more...Sep 2018
In August, the current bull market in U.S. stocks became the longest one in history – So is it overvalued and ripe for a correction? I attended the Wharton Jacob-Levy Center for Quantitative Research Annual Conference in September and was treated to a Jeremey Siegel – Robert Shiller panel discussion on the health of financial […]
read more...Jul 2018
Political and Economic issues, many viewed as negative, dominated the business news, but seem to have had little impact on the securities markets. Political Drama, Dissed! (pdf)
read more...Apr 2018
Volatility increased noticeably in Q1. Volatility (often confused with risk) is an inherent part of financial markets. In fact, the uncharacteristically low volatility in the equity markets in 2017 was, to us, unsettling. Equity markets are back to somewhat more normal levels of volatility – that is familiar, though not necessarily pleasant. Greetings, Volatility – […]
read more...March 2018
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...Jan 2018
2017 – A year that started with cautious forecasts for US equity market performance ended with a healthy double digit returns on broad indices. Is this a Cinderella’s ball? Market Letter 2017 Q4 – Cinderella’s Ball (pdf)
read more...Nov 2017
Much 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
read more...Oct 2017
The strong investment performance in Q3, 2017 continues to raise one Question: “Is it time for a correction? Q3 2017 market letter- Are we there yet?
read more...Sep 2017
Warren Buffett’s Berkshire Hathaway sold its stake in GE by June 2017 according to recent regulatory filings. So, why is the famous buy-and-hold investor selling? Sometimes Sound-bites can Bite!
read more...July 2017
Q2 Market Review: Sanguine but not Complacent. Q2, 2017 was another strong quarter for investments, especially equities. But, despite this gratifying performance we are very mindful that we are in the second longest bull market for stocks and a correction may be more imminent – if only for psychological reasons. Q2 2017 Letter (pdf link)
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