Climbing the proverbial wall of worry
October 19, 2009
Stock markets around the world continue to climb the proverbial “wall of worry”, reaching 10,000 for the popular Dow Jones Industrial Index. A plethora of
Every three months, the partners and portfolio managers collaborate on a summary of the state of the economic world as it pertains to your portfolio and our approach. Below, you will find links to our archives.
Stock markets around the world continue to climb the proverbial “wall of worry”, reaching 10,000 for the popular Dow Jones Industrial Index. A plethora of
Now that global markets have rebounded from their spectacular declines of September 2007, investors are breathing easier, hoping that the worst is over for this
After a nasty 2-month decline in the global stock markets, the rebound since March 9th, 2009 is no less spectacular. Volatility in the markets has
First of all, we would like to wish all of you a Happy New Year for 2009. In order of importance, we would like to
We don’t have to tell you what happened since our last quarterly report. A picture is worth a thousand words. Now that panic has set
Now, it is official: the correction in all but a few stock markets for the last 8 months has just been reclassified as a “Bear
Credit market turmoil has continued during the first quarter of 2008, with several more financial institutions being forced to take huge write-offs and raise new
Retiring in a down market can feel unsettling. After years of carefully saving, it’s natural to feel anxious when your portfolio dips just as you’re
Planning your estate can feel daunting, but it doesn’t have to be. While some may see it as unnecessary, effective estate planning ensures that your
Have you ever wondered about the history of money? Since the dawn of civilization, humans have needed to exchange goods and services. This gave rise
We all know diversification is a good thing, but is the S&P 500 all you need in your portfolio? After all, Warren Buffett once famously