The Water is Never Fine – Market Commentary»
July 20, 2018 –
Investing means taking risk, and while it should be done in a thoughtful and cost-efficient manner, a “safe” time to invest is rarely obvious: the water is never “fine.” Please…
Risk Cuts Two Ways – Market Commentary»
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…
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
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