Charitable Planning – Client Letter»
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…
How Bull Markets Die – Market Commentary»
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.
A Primer on Market Lingo – Market Commentary»
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.
Climbing the Wall of Worry, Eight Years Later – Market Commentary»
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
Interesting Times – Market Commentary»
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.
A Year of Surprises – Market Commentary»
January 18, 2017 –
2016 began in a very inauspicious manner in global financial markets, with global stock and credit markets plummeting for the first six weeks of the year.
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