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- In our blog and other content we often make mention of specific investments such as mutual funds, ETF’s and/or indexes which represent certain asset classes or sectors of the market. These references are neither to recommend nor criticize them, but as examples for the purpose of discussion. All investments carry certain risks.
Tag Archives: investments
A Commentary on the PBS Show The Retirement Gamble
PBS recently aired a Frontline show entitled The Retirement Gamble, profiling the 401(k) industry. If you missed it, it can be viewed here. Polemic in tone, the show is highly critical of the country’s evolution from defined benefit pension plans … Read more…
1st Quarter 2013 Market Review
Following up on my 1st Quarter Client Note, I am providing a more robust and detailed review of the world capital market performance, graciously provided by our friends at Dimensional Fund Advisors. Attached is their Quarterly Market Review. The report includes: a … Read more…
1st Quarter Client Note
Reflecting relief from the New Year’s Eve (at least temporary) avoidance of the “fiscal cliff,” equity markets continued their strong recovery from the financial crisis of 2008. Economic activity in the US also continued to pick up, albeit at a … Read more…
3rd Quarter Client Note
Asset classes gained virtually across the board in the third quarter. The S & P 500 (total return) Index increased 6.35% for the quarter, is up 16.44% for the year and is sitting at right around a five-year high. The … Read more…
Investment Portfolio Construction for Heroes
True investors know how to replace the heroic hope of speculation with long-term, structured strategy. You can avoid the heroics by building and maintaining an investment portfolio guided by your personal goals and the robust evidence on how markets have delivered long-term returns. Read more…
2nd Quarter Client Note
Questions whirling around such global and fundamental issues as how the Eurozone and Greece will hammer out an agreement and the on-going uncertainty of the U.S. political scene in this presidential election year led to modest domestic declines and even greater declines in the international markets. Read more…
Summit Foundation Educational Workshop: “Saving the Family Cottage”
The Summit Foundation’s fourth annual educational workshop will be held Friday, July 13th at Beaver Run Resort & Conference Center, 9:00–11:00 am. This year, we have the honor of hosting Cottage Law attorney and author David Fry, Esq., who will present “Saving the Family Cottage.” Join us for an information-packed session where you will learn ways to preserve the family vacation home for future generations and minimize the expense and agony along the way. Read more…
Expanding Your Horizons: Examining the Role of Global Bonds
Historically low interest rates have tempted some fixed income investors to wander off course into exotic and untested new strategies. But there is a prudent way to expand your investment horizons into global bonds. Read more…
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4th Quarter Client Note
From the debt ceiling fight to worries over foreign economies to phenomenal results for the fixed income markets, 2011 was a year of unprecedented volatility for the markets. Investors should, at least, prepared for a continued wild ride—but we also recommend a brief pause for appreciating our blessings, as we do. Read more…
Less Active is More Productive When Vanguard Gets More Passive
The Vanguard Group announces it is abandoning active management in favor of an all passive approach in two of its most popular strategies. Read more…
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