Posts filed under: investing

Q3 2012 Global Markets Review

The following is our update of global market performance in Q3 2012: Q3 2012 Global Stock Market Performance...

Q2 2012 Global Markets Review

The following is our update of global market performance in Q2 2012. Q2 2012 Global Markets Review...

Timeless Investing Principles

I am always struck by the financial media’s response to market turbulence. Pundits regularly react to events such as the current European debt crisis or the slow-to-recover US economy as if these challenges are somehow unprecedented, requiring a fundamental change...

Q1 2012 Global Markets Review

The following is our update of global market performance in Q1 2012. Q1 2012 Global Markets Review...

New 401k Disclosure Rules and You

After several delays, the Department of Labor has at last issued final rules requiring 401k plans to provide key information to plan participants. Specifically, these new rules will require 401k plan sponsors to disclose detailed information about plan features, investment...

2011 Market Review

Here is our review of how markets performed in the last quarter of 2011 and the year as a whole. Q4 2011 Market Review 2011 Market Year in Review...

Striking the Right Balance

Global diversification gives investors a valuable tool for managing risk and volatility in a portfolio. But smart diversification has an important side effect. It requires maintenance....

The Right Investment Mix

Choosing a basic stock-bond mix is an important first step in portfolio design. Although the decision may appear simple, it can have a profound impact on your wealth....

Coping With Inflation Risk

Pundits have been predicting the rise of inflation for some time now, arguing that interest rates are so low that “they have nowhere to go but up.” The reality, however, has been the opposite and real interest rates have reflected...

Letter to Clients Regarding S&P Downgrade of Treasuries

Dear Clients, The credit rating downgrade of US Treasuries discussed in a previous communication has come to pass.  Yesterday, S&P lowered the rating for US Treasuries to AA+ from AAA.  As noted in that earlier communication, it is likely that...