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
read more...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 – […]
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