Market Outlook

Where’s the Value?

From 1928–2017 the value premium, the return difference between stocks with low relative prices (value) and stocks with high relative prices (growth), in the US had a positive annualized return…
2018 Market Outlook

2018 Market Outlook

Where should you invest now?  As I wrote last year in “Should I Own International Stocks?”, in investing it is important to “skate where the puck is going, not where…

What Is Your Investment Strategy?

As one individual once told me, their investment portfolio is like an untended garden. An interesting, but accurate analogy. Without enough water and care the plants/flowers in the garden will…
Annualized Returns

Why You Should Own Bonds

When one thinks about portfolio diversification, bonds, in addition to US and International equities should be evaluated. An investor may be tempted to overlook bonds altogether given that investing in…
10 Year Real Returns

Should I Own International Stocks?

Why own international stocks? Especially when, as noted in Exhibit 1 below, US stocks have outperformed international stocks over the last one, five and ten years, respectively.  After all, most…

Do you know the right questions to ask when you sit down with a financial planner?

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we’re asked on a regular basis.

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