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.
Quotes for thought for year-end reading As we write this 4th quarterly comment, we can’t help but think about how lucky we were for last
Let discipline guide you through the market’s ebbs and flows, not headlines Although stock markets around the world were more volatile at the end of
Living on Savings: three scenarios, one conclusion Stock markets worldwide continued to advance during the second quarter: the US market moved up another 4% or
Stock markets at historical valuations Overall stock market indices keep marching on after a wonderful year in 2013 and delivered roughly a 5% increase for
What a year! Sometimes luck helps… WHAT A YEAR! Dividends included, the US market went up 32%, the euro index went up 22.5% and the
Long live Adam Smith First things first: let’s take a long-term view of the stock market represented by the S&P 500 in this case. (We
Volatility: a long time friend Looking at financial markets over the first 6 months of the year, so far, we can definitely call 2013 the
Having a good credit rating or credit score is essential for planning many of life’s big milestones, like buying your first home, getting a loan
Clearly, there are some hard choices ahead for bond investors.
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Preferred shares are securities that generate fixed income at attractive, tax-friendly rates, which can be shaped to take advantage of the interest-rate environment. How do