What is an investment? … A refresher course.
April 22, 2013
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
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.
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
Wisdom from legendary investors The year 2012 was a good year for everybody and an exceptional one for Germany (up 31.4% in USD terms). The
Investing beyond the crises Fiscal cliff, hyperinflation, recession, implosion of the European Union, breakup of the Euro, the Asians will stop buying the US dollar,
Real Estate, Stocks and Bonds… If one avoided all the news pertaining to the European situation, more specifically, how ineptly politicians are dealing with it,
Conventional wisdom, or is it? As you must have read in every newspaper, the first quarter of 2012 was spectacular for worldwide stock markets. The
Fundamentals of investing 2011 was a good year for those who hid in longer term government bonds and gold. For nearly everyone else, it was
Ulysses: an inspiration in investing The correction we had been waiting for finally arrived, taking the S&P 500 down roughly 20%, enough to be qualified
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