On a recent trip to Niagara Falls, my family and I crossed the border to visit the Canadian side and experience the semi-famous Maid of the Mist, the boat that takes you in, around, and under, North America’s most powerful...
Read More“Bears,” I muttered, adding a new fear to the pile. ~ Stephenie Meyer In our February investor letter, the markets had not yet hit correction territory, and we were focused on what “normal” volatility looks like – because...
Read MoreEarly in January, during a meeting with one our clients, when asked for my outlook for 2018, I cautioned that expectations should be toned way down. I also mentioned that we would likely see considerably more volatility going...
Read MoreBefore beginning this post, I would be remiss if I did not first remember the many in various parts of the nation, and even the world, that are currently affected by natural disaster. Please know that our thoughts and prayers...
Read MoreYou’re getting ready to retire. Everything you’re reading right now is stating that it’s not a great time to be in bonds. They’re yielding very little; however, people who are about to retire typically want to have a little more...
Read MoreAt a recent conference, a professor was discussing the withdrawal rates inside Monte Carlo simulations, which are popular in the financial planning world. In these simulations, a portfolio is developed, historical returns are...
Read MoreMisdirected Focus The continual media focus on interest rate changes is missing the point to some degree – it’s paying attention to the ripple in the wave rather than the action in the tide. You need to look through these and...
Read MoreThe marketplace is rife with concerns, discussion, and prognostication over the low, manufactured interest rates that have prevailed since 2008/2009. Last week, Federal Reserve Chairwoman Janet Yellen defended keeping rates...
Read MoreThe world markets and news agencies are buzzing ahead of the expected announcement from the Federal Open Market Committee (FOMC) this Wednesday regarding tapering of the bond-buying quantitative easing (QE) program. While many...
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