Skip to content

Quarterly Market Review – First Quarter 2018

While we believe that investors should always focus on the long term, we recognize that there is always a great deal of interest in happenings in the marketplace.  With that in mind, we publish a brief market update each quarter. Here you will find updates for the first quarter of 2018.

Read More

Why Paying Attention to Interest Rates is Pointless for Investors

I am 99.9% certain that there are other financial advisors who will see this title and think I am absolutely nuts. They will opine, “Of course interest rates are important!”. Yeah, they are wrong. At least when it comes to using interest rates as a predictor on investment returns.

Read More

No More Chasing Returns–Why I am a Global Investor

If you look at the numbers, US equities have done incredibly well over the past decade. Comparatively, international developed equities have NOT done nearly as well. As a result, you will see many in the financial services space over-weighting (compared to their historical holdings) the US equities.

Read More