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.
We have received several questions from our clients regarding the attractiveness of many alternative investments and private equity funds. Usually the sales pitch for those
US markets seem to continue to climb a wall of worry driven by events around a President who is more interested in being in the
We are sorry to report that the financial markets seem to disagree with the media assessment of President Trump’s popularity. Notwithstanding the fact that it
2016 was a year when we saw plenty of action in the financial markets, be it stocks, bonds, currencies, you name it. But above all,
Within the process of building and maintaining your long term financial well-being, achieving a reasonable rate of return on your investments is the obvious main
As we write this quarterly letter, we have been inundated by news on the “Brexit” issue. Markets turned volatile over the last few weeks, starting
Reasons to own equities over the long-term, regardless of their inherent volatility After a drastic drop that lasted the first 15 days of the quarter,
Who hasn’t heard of someone who lost money – or worse, all of their savings – in financial fraud? Unfortunately, despite all the safeguards put
Shrinkflation is a phenomenon where the size or quantity of a product decreases over time, while the price remains the same or increases. This can
Those of you who know us know that there’s only one way to be right at least once in a while when making predictions… and
