Navigating the Reality of Rising Rates
With the close of the Federal Open Market Committee meetings this week, the market’s expectations were confirmed as the Fed chose to increase interest rates by the anticipated 25 basis …
A Bit of Context Around Bitcoin
As we consider all the major investment headlines of the year, one that has attracted a great deal of recent public interest is also one that seems to be the …
Where do we go from here? Balancing Optimism and Caution
It is hard to believe that we are nearing the end of 2017. Time sure does fly when you’re having fun, and the markets are up! Indeed, investors have cause …
Current Thinking on Valuations and the Path Forward
The current bull market is the second longest on record in the post-WWII era, leading many market participants to wonder if there really is too much of a good thing. In …
Insights from the FOMC Meeting
With everything going on in the world right now, it feels somewhat trivial to put out a note regarding the outlook coming out of the two-day Federal Open Market Committee …
Are Responsible Investing and Smart Investing Really Mutually Exclusive? Maybe Not.
As thought partners to our families, one of our principle goals is to help them gain a fuller understanding of the investments they make. We believe a key component to …
2017 in Perspective: The Good, The Bad and The Political
It is hard to believe that we are already halfway through 2017! It doesn’t seem that long ago that we were coming into the year with some tempered optimism for …
Does Investor Complacency Signal a Need for Caution?
Our research consultant, Asset Consulting Group, recently completed an analysis (click here to read) that addresses the growing concern that investors have become complacent. The “complacency index” (bear with us …
According to WSJ, We Should Stay Inquisitive When it Comes to Investing
At the beginning of 2016, we put out an investment letter that explored the accuracy with which market forecasters were able to predict the performance of the stock markets for …