8 Signs Your Family Will Fight Over Your Estate
This is a guest post from our estate planning partner Everplans. In our effort to provide value beyond investment management, we will occasionally feature content from…
Read More
Recession Signals that are Flashing Red
“There are decades when nothing happens, and weeks when decades happen.” – Uday Kotak, founder of Kotak Mahindra Bank The gap between how people are feeling about the economy and what’s happening is bigger than the Grand Canyon. The soft...
read more
Q1 in Pics: The Dust Settles
“The S&P 500 hasn’t seen a down quarter since Q3 2015. The S&P has also seen positive returns in 19 out of the past 20…
Read More
My Advisor Doesn’t Charge Me a Fee
I’ve heard a variation of the above statement five times within the last year. I’ve had enough. You know the saying, if it’s too good…
Read More
The Mystic of Rising Interest Rates
“Nobody likes high interest rates.” – Chanda Kochhar, CEO of ICICI Bank Interest rate prognostications have taken on a life of their own. Like a…
Read More
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,…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More