April 17, 2018 –
The nature of investing is one of taking and managing risk, with a recognition of the potential for both upside and downside risk. Please follow the link to download the entire article. Risk Cuts Two Ways
March 21, 2018 –
If you support charitable organizations with cash gifts, there are other ways to support those organizations that may be more tax-efficient. Please follow the link to download the entire letter. Charitable Planning
January 19, 2018 –
In addition to being a legendary investor, the late Sir John Templeton was also the source of many nuggets of wisdom on markets.
October 18, 2017 –
The phrases bull market and bear market are among the many terms used in financial market parlance; they refer to periods of rising and falling prices, respectively.
July 14, 2017 –
The first half of 2017 was an extremely favorable one for investors, with most major stock markets producing strong returns. During this period 26 out of the 30 largest global stock markets posted gains
May 11, 2017 –
It is widely believed that the saying “May you live in interesting times” is the English translation of a traditional Chinese curse.