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 …
Rational Investing in an Irrational Market
In a year filled with high drama and surprising turns, 2016 has been unexpectedly good in the markets. As this market monitor through November 18th reflects, returns this year have been better …
Barron’s Manifesto for Stockpickers
Here is a great article discussing the rough go active managers have had recently, likely due to a focus on beating the index and concern over investors having a shortened …
Closing Out the Second Quarter
The close of the second quarter was not without its dramatics. On June 23rd, the people of the United Kingdom voted to leave the European Union, a partnership to which …
May Insights from Howard Marks
In his May 26 memo, Howard Marks examines the role of governments and regulations in producing prosperity. First, he puts the campaign promises of presidential hopefuls to task, discussing the …
Annual Market Predictions: Insight or Entertainment?
Around the beginning of every New Year, we are treated to an array of prognostications by various market pundits, who would propose to tell us, as investors, where the markets …