Does it Still Make Sense to Own Bonds?

“Bonds as an asset class will always be needed, not just by insurance companies and pension funds, but by aging boomers.” – Bill Gross, retired founder of PIMCO It’s an 800-pound gorilla. The biggest asset class in the world (and...

Decoding Your Brokerage Statement

“Your brokerage statements suck” – Barry Glassman, Glassman Wealth The way we consume information has been turned upside down with the internet, smartphones, social media,…
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Want More Yield On Cash?

The most common question we have received in the past nine years goes something like this; “How can I generate more interest on cash?” Up…
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Tariff Gamesmanship?

On March 1, 2018 President Trump unexpectedly announced tariffs on imported steel and aluminum. The threat of a global trade war sent the S&P 500…
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Gems from Buffett’s 2017 Letter

“There are three ways to go broke: “ladies, liquor and leverage”– Warren Buffett, quoting Charlie Munger during a recent CNBC interview. Warren Buffett recently penned…
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Back to Normal

“If you believe markets are mean-reverting, higher returns and lower volatility today may equal the opposite in the future. We will enjoy the quiet while…
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International Developed: What Do You Own?

“Gold jacket, green jacket…who gives a $%&!”– Happy Gilmore We have heard them called foreign equities, global markets, international developed, emerging markets, frontier markets, BRIC…
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Warm & Fuzzy Financial Services Ads

I watch quite a bit of golf in my spare time. PGA Tour, Champions Tour, Korn Ferry, LPGA, it doesn’t matter. Watching top pros compete…
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What’s Attractive in this Environment?

Looking back at 2017, the resounding theme from our clients has been disbelief around the perplexing nature of the runaway U.S. equity markets. However, most are quite…
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Over-Diversification

“Your portfolio is a bowl of soup of random investments, seemingly cobbled together over time.” Meb Faber, Cambria Investments We review outside investment statements quite…
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