Income vs. Capital Appreciation – Why Not Both? A Total Return Approach
Too often, well-intentioned advice falls short of the optimal real-world outcome. The danger usually lies where an adage becomes a … Continued
Investments
Looking at the New Year
Market Commentary – Winter 2019 Lately, spasms of volatility and uncertainty have gripped the stock and bond markets. Investors haven’t … Continued
No Holiday for Stocks
Interim Market Commentary – December 27, 2018 Spasms of volatility and uncertainty have gripped the stock and bond markets in … Continued
Change Is In The Air
Autumn 2018 Market Commentary With U.S. stock markets breaching record levels and a trade skirmish brewing, it is challenging … Continued
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
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
