Investments

October 25, 2018

[Investment Quarterly] Economy on Solid Footing but Caution Still Warranted

Download the PDF here “Distinguishing the signal from the noise requires both scientific knowledge and self-knowledge.” –Nate Silver In the…

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…

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…

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…

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…

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…

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…

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…

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…

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…