Optimizing After-tax Outcomes for Taxable Portfolios
Within the field of high net worth portfolio management, the implications of tax costs can be significant for taxable portfolios. … Continued
Investments
Rebalancing: Why Does It Matter?
Portfolio rebalancing is likely among the most mundane components of investment management. Rebalancing will never be as exciting as selecting … Continued
Taking Different Paths: Summer 2018 Commentary
For the last year the real challenge of summarizing the previous quarter’s investment climate and sharing our thoughts regarding the … Continued
Dow 21,000 and the Wisdom of Ben Graham
Since the election, our advisors have been fielding several questions related to the recent dramatic advance in the stock market. … Continued
Investing Through the Political Static
Once again, we circle back to the great quadrennial flood of election coverage. Though much of this process is old … Continued
Subtle Shift: Spring 2018 Commentary
The first quarter seemed to generate a lot of heat with very little light. Stocks ended the quarter fractionally down … Continued
Under a Full Head of Steam: Winter 2018 Commentary
“When growth is slower-than-expected, stocks go down. When inflation is higher-than-expected, bonds go down. When inflation is lower-than-expected, bonds go … Continued
Looking to the Sky for Answers: Fall 2017 Commentary
In 150 A.D. the Greek philosopher Ptolemy published a book known as The Almagest which summarized the state of Greek … Continued
Trump and Circumstance: Winter 2017 Commentary
As we reflect on 2016, we consider an unusual event that most of us thought we would never see: the … Continued
A Positive Outlook: Summer 2017 Commentary
Since bottoming in March 2009, the S&P 500 Index has put in a remarkable 8 years: 262% performance with only … Continued
