Enhance Today | Enrich Tomorrow
I was fortunate to take my daughter to her first college basketball game recently. Once she knew we would be going, her anticipation was hard to control. On the morning of the game her excitement was bubbling over. She continuously…
This month’s edition features articles that focus on the growing dissatisfaction of having foreign investments in your portfolio, how economic slumps in the past have influenced our progress, and the data-driven process of forecasting recessions. One of the links this…
You know that feeling you get when you hear of the latest tech IPO? That whisper in your ear that says you know it’s going to be the next big winner. You pass on investing this time, because you were…
Ranking near the top of our day-to-day tasks is the research we do for our investment strategy. Within this process, we discover many thought-provoking pieces that communicate a topic in a unique or unconventional way. Many of these articles we…
You’ve likely been there at some point in the last 5 1/2 years. After seeing stock market gains for an extended period, you catch the news and the market has dropped a few days in a row. You think, “Here…
As we’ve become more active in sharing articles through our social media networks, a few of our Advisors were featured in media publications recently that we thought you might like to check out. Also see the links below to follow us…
Well it’s in our DNA. The fact is we live in an aspirational society where we are very interested in becoming better versions of ourselves. The numbers back this up. Just type “Setting Goals” in a Google search and you…
Many individuals investing on their own are now using target-date funds in their 401ks. Target-date funds generally have an asset allocation (stocks, bonds and cash) based on your expected retirement date with the expectation that risk is lowered as you…
Now that I have two daughters under the age of 3, I don’t get out to the golf course very often. Let’s just say there have not been a plethora of great shots recently. As I was reflecting on one…
In our recent mailing about the CAPE formula, we discussed how we use this valuation measure in our investment outlook strategy. The graph below (Graph 1) demonstrates that when an asset class is undervalued there are high correlations with stronger…
