Staying the course – one investment at a time
April 20, 2015
Staying the course – one investment at a time We thought that you might want to know how we stand over the long term after
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.
Staying the course – one investment at a time We thought that you might want to know how we stand over the long term after
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
At first glance, implementing tariffs may seem like a straightforward and beneficial policy. After all, why not impose a tax on foreign goods and generate
Fixed income indexing is a passive investment approach that aims to replicate the performance of a bond index by holding a diversified portfolio of fixed-income
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