American debt, European conflicts…
American debt, European conflicts… The last quarter was dominated by images of popular unrest in Greece aimed at the government’s austerity program demanded by the
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.
American debt, European conflicts… The last quarter was dominated by images of popular unrest in Greece aimed at the government’s austerity program demanded by the
The market shrugs off a wall of worries “The market is climbing a wall of worries” and the first quarter of 2011 is the ultimate
As expected, 2010 turned out to be a fairly good year, considering that 2009 was a great one. The US market advanced 15% (in US dollar terms) and the
What a difference a quarter can make! We are now back to the same stock market levels we started with before the spring correction we alluded to in
It seems to us that markets have started their correction and will probably stay quite choppy until the fall. After an 87% increase from the bottom in March of
Markets have started with a choppy uptrend and ended the quarter up 5%, despite a sharp correction in January. Our outlook has not changed. We still expect
2009 has been a good year for most investors, except for those who panicked and sold out of the markets in March and took refuge in
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