OCT 2016
In Q3, 2016, the non-US equity markets were the stars of the investment landscape and Reality continued to frustrate the financial (and political) forecasters. Read why we believe this is business usual.. Q3 2016 Letter
read more...JUL 2016
Q2 Market Review: In the world of equities, the second quarter of the year was anything but dull. April saw the large-cap S&P 500 and Dow make marginal gains, with the small-cap Russell 2000 and the Global Dow leading the way for the month. Q2 2016 Letter
read more...APR 2016
Q1 Market Review: Hey! You just lived through a Correction. We saw a Correction in the S&P500 Index – a popular proxy for US equity markets. A correction is when the SP500 falls more than 10%. In Q1 it fell a little over 10%, and then recovered. So before reading on… How did you feel […]
read more...MAR 2016
Financial markets can be uncertain (e.g. Q1 2016) but two certainties still remain – your retirement and taxes. Luckily, you can benefit from both if you act now. Make IRA Contributions
read more...FEB 2016
Phased investment tax reporting: Complexity, not ineptness. Investors seem to be getting their investment tax forms (1099) later than they did in the past. What gives? Read Here.
read more...JAN 2016
Year End Letter: “Meh” is how the New York Times described 2015 as far as investments go. Three asset classes: Cash, US fixed income and the broad US stock market all had total returns of less than 1%. Commodities were down about 33%. The best of this sorry lot were US REITs with a 2.5% […]
read more...NOV 2015
What is your investment advisor doing in “tax-land”? Tax planning via your investments is another example of an important financial activity that is in your control. Tax-Moves: How your Investment Advisor can help you (and your CPA) with your taxes.
read more...OCT 2015
Q3 Market Review – Fear: Heed it; don’t Feed it! The correction that happened in Q3 was expected (though few knew exactly when), but that did not make it feel any better. When markets correct and the Media goes into high gear, we all feel fear; even most professional investors. But good professionals train themselves […]
read more...SEP 2015
Individuals’ true wealth depends on how well they nurture four assets: Their Skills, Relationships, Money, and Time. We focus on leveraging these assets differently at the various stages of life and getting the mix right at each stage may be the richer way to live it. True Wealth
read more...AUG 2015
We are advocates of streamlining investment portfolios: it is an important investment activity that investors have control over. Streamlined portfolios help your investment program because they offer a clearer view of your investments, are less cluttered and hence easier to manage and, in our view, help to control costs. Sleeker Portfolios .
read more...