Why Alternatives Make Sense in a Portfolio: August 2017 Edition
When one considers Dennis Rodman, what typically comes to mind are his off-court exploits - most notably his trips to the communist state...
15 August, 2017
Investing Insights
Is Your Financial Portfolio Tax Efficient?
Most financial advisors advocate maximizing employer-sponsored 401(k) accounts or municipal 403(b)s. Generally, we agree. However, you could be missing out on tax savings...
18 July, 2017
Investing In An Era Where Price Is Irrelevant
Most investors think quality, as opposed to price, is the determinant of whether something is risky. But high-quality assets can be risky, and...
12 June, 2017
Have a Plan, Not Just a Stock Portfolio
In the first quarter of 2017, the bull market seemed unstoppable. The Dow Jones Industrial Average soared past 20,000 and closed at all-time...
18 April, 2017
March 2017 Update: Dallas We’ve Had a Problem
“Houston, we’ve had a problem here.” - Jack Swigert (Apollo 13 astronaut)It was April 13, 1970, and the Apollo 13 mission to the...
03 March, 2017
February 2017 Update: New President, New Outlook
“It’s tough to make predictions, especially about the future”. – Yogi Berra“Economists are often asked to predict what the economy is going to...
01 February, 2017
Your Family’s Investment Strategy: Why It’s Time to Take Stock
Feeling less than confident about your family’s investment strategy? Trying to help adult children make the most of their portfolios?You’re not alone—especially if...
12 October, 2016
Market Update: August 2016, New Market Highs, Now What?
Back in February 2013, we published a market update piece with the same title as the one listed above. In the spirit of...
16 August, 2016
Market Update: June 2016, BREXIT! Where Do We Go From Here?
In our February 3, 2016 Market Update (When the Levee Breaks), we called out a number of reasons why the global equity markets...
24 June, 2016
Market Update: February 2016, When the Levee Breaks
As the famous lyrics from a Led Zeppelin song bearing the same name above states, "if it keeps on raining, the levee's going...
05 February, 2016