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.
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
What is an investment? … A refresher course. The first quarter of 2013 was fairly spectacular for the U.S. (up 11%), Switzerland (up 10%) and
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
Since the dawn of civilization, humans have needed to exchange goods and services. This gave rise to the barter system which, although simple and direct,
Warren Buffett once famously said that, for most investors, the best investment strategy is to own an S&P 500 index fund. But what did he
Remember when General Electric was the largest public company by market capitalization in the United States? Its downfall–caused by poor management, the 2008 financial crisis