Investments

May 16, 2018

[Investment Monthly] Looking Beyond the Sideways Market

Download the PDF here The U.S. stock market, as measured by the S&P 500 Index, has been mired in a…

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April 20, 2018

[Investment Quarterly] Is a New Market Regime on the Horizon?

Download the PDF here “When the weather changes, nobody believes the laws of physics have changed. Similarly, I don’t believe…

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March 27, 2018

[Investment Monthly] When It Comes to Portfolio Construction, What’s Top of Mind for Investors?

Download PDF Here Recently, a study that Vanguard and Spectrem Group jointly conducted on investor behavior indicated that when it…

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February 19, 2018

[Investment Monthly] What Does Tax Reform Mean for Municipal Bonds?

Download the PDF here Late last year, Congress passed and the president signed into law the Tax Cuts and Jobs…

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February 5, 2018

Reminder: Keep Recent Dow Drop in Context

Over the last two business days, the stock market has fallen almost 1,800 points. To most, this appears to be…

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January 23, 2018

[Investment Quarterly] Cryptocurrencies and Other Things on Our Mind

Download PDF here Cryptocurrencies and Other Things on Our Mind As the calendar has turned to 2018, and the investing…

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January 2, 2018

[Investment Monthly] Probability vs. Certainty: Don’t Judge an Index by It’s Average

Download PDF here Probability vs. Certainty: Don’t Judge an Index by It’s Average One glance at a chart illustrating the…

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December 5, 2017

[Investment Monthly] Active vs. Passive: The Debate That Never Ends

Download the PDF here Active vs. Passive: The Debate That Never Ends In the world of investing, no bigger debate…

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October 20, 2017

[Investment Quarterly] Stand Ready

Download PDF here   Stand Ready “Success breeds complacency. Complacency breeds failure. Only the paranoid survive.”  – Andy Grove, founder and…

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October 3, 2017

[Investment Monthly] Is Investing in Smart Beta a Wise Move?

Download the PDF Here Is Investing in Smart Beta a Wise Move? The market has been buzzing about “smart beta”…

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