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Tuesday, April 25, 2017

Choosing investments isn't always easy/ Here's how one fund we use has added value. How to Win at Active Management: FPA Crescent Fund Mixing the AssetsFPA Crescent (FPACX) manager Steve Romick was in Morningstar's offices last week....

 

Sunday, April 23, 2017

Some thoughts on one element of inflation protection in investment portfolios 20 Years In, Have TIPS Delivered? TIPS have performed well as insurance against inflation, but they haven’t proven themselves as an investment vehicle....

 

Thursday, April 20, 2017

We're big fans of donor advised funds. Here's a balanced take on pros and cons. (subscription may be required) A philanthropic boom: “donor-advised funds” The rise of DAFs may be as much about tax as charity JEFF POWERS was...

 

Tuesday, April 11, 2017

In estate planning the personal is often overlooked for the technical. Some ideas to pass on what is most important. Leaving A Legacy of Wisdom For Your Kids And Grandkids

 

Tuesday, March 28, 2017

https://www.forbes.com/sites/financialfinesse/2017/03/19/12-reasons-to-contribute-to-a-roth-ira-by-april-18/#4b7ac4ca63f2 We’re about a month away from a certain day in April (now April 18) that’s known to most people only...

 

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Friday, February 24, 2017

2016 provided investors with a wild ride. The US Stock market started the year off terribly, with the Dow Jones Industrial Average falling 1,000 in the first week of the year. As of January 20, the S&P 500 was down 10% (Morningstar)....

 

Wednesday, November 23, 2016

November 2016 For the past week and a half I have felt obligated to write another newsletter but have struggled to determine what to write. While I am reluctant to express political views, my expectation is that some might be concerned...

 

Monday, October 31, 2016

Some of you may be aware that the Presidential election is upon us. It’s been a quiet, understated affair so far. Or not. This election has been a blight on American democracy, and the most ignominious of my lifetime. It has left...

 

Tuesday, October 25, 2016

October 2016 Next month, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and...

 

Tuesday, October 25, 2016

A relevant question for many investors is whether their view of economic growth should impact how they invest. Opinions about future economic growth often differ across market participants. For example, in a survey of more than 60...

 

Friday, October 21, 2016

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The...

 

Wednesday, July 27, 2016

Brexit? If you were away from news of media outlets for the past month, you could be forgiven for not knowing that the United Kingdom through a national referendum voted to exit the European Union. The media treated it as an event...

 

Tuesday, June 28, 2016

Brexit and Beyond As you are likely aware, this past Thursday Great Britain voted in a national referendum to leave the European Union after 43 years of membership. With a turnout of 75% of voters and an outcome that took pundits,...

 

Sunday, January 31, 2016

2015 was a tumultuous year in many respects. From an investment perspective, the US stock market (both the S&P 500 and the Dow Jones Industrial Average) saw its first 10%+ decline in more than four years as China’s currency...

 

Friday, October 2, 2015

Swings in the Market As I noted in my last newsletter, the end of August and beginning of September saw some fissures begin to develop in what had previously been feeling like a monolithic equity market. While hardly a "major market...

 

Monday, August 24, 2015

Last week the markets saw a significant bloodletting. The S&P 500 fell 5.63%. The NASDAQ fell 7.16%. Small company stocks (as measured by the Russell 2000) were down a mere 4.19%. It wasn't any better overseas, with China and Hong...