There are decades when nothing happens; and there are weeks when decades happen. I’m pretty sure that’s the first time I have quoted Vladimir Lenin in a client note. And probably the last. A great deal has indeed happened since my first post on the coronavirus pandemic, when the implications were just beginning to emerge. The public health implications […]
1st Quarter Client Note – Covid-19 Edition Read More »
If you can keep your head when all about you are losing theirs… Rudyard Kipling, from the poem If, circa 1895 We will forever be debating the causes of the 2008 financial crisis and the government’s attempts to minimize its effects. But the worst modern bear market other than the one caused by the Great
Celebrating the Ten-Year Anniversary of the Market Bottom Read More »
Millions of American investors – including yours truly – owe a debt of gratitude to John “Jack” Bogle, who died on January 16 at the age of 89. Adulations have been pouring in for the inventor of the index fund (dubbed “Bogle’s Folly by critics at the time) and founder of Vanguard. Even from the
Owed to Saint Jack. RIP Read More »
A couple of forward-thinking real estate professionals in Boulder are prognosticating that the blockchain technology and Bitcoin – the most popular form of digital currency – will revolutionize real estate transactions, the Boulder Daily Camera reports. And they may be right. At least in part. Jim Merrion, a Boulder realtor, claims to have promoted Colorado’s
Is Cryptocurrency the Future of Real Estate? Read More »
The S & P 500 (total return) Index bounced back from its first quarter (.75%) loss, rising 3.43% in the second quarter. But US stocks were the lone wolf; with virtually all other major asset classes falling. The MSCI World (ex USA) Index fell 2.61%, while the MSCI Emerging Markets Index dropped 7.96%. After being
2nd Quarter Client Note – Fed Up With Rising Rates Read More »
My earlier post on Professor Eugene Fama’s Nobel Prize in Economics needed a bit of a side bar tying together my thoughts on a couple of the ironies exposed by his award.
A Closer Look at Nobel-Prize-Winning Ironies Read More »
The “fiscal cliff” is staring us in the face. The best chance of averting the consequences of failure to reach agreement will be in January, after the new Congress is seated. In the meantime, it is good to understand the details and to also do some planning.
Cliff Notes: Peering over the Fiscal Cliff and Living to Tell the Story Read More »
In this compelling interview, fellow Franklin & Marshall College alum Mary Schapiro discusses how her previous experiences shape her SEC leadership today, as well as the benefits of collaboration, the ways that the SEC uses the advisor perspective in developing policy, and how the SEC will move past the 2008 financial crisis with certain safety nets having been removed by Congress. For anyone interested in how the markets will be regulated moving forward, this interview at the Investment Company Institute Conference is 43 minutes well spent!
Compelling Interview With SEC Chairman Mary Schapiro Read More »
Money in the mountains—it’s a beautiful thing and it’s on my mind, especially when it’s managed well. Introducing my new blog, where you’ll find thoughts and tips on everything that impacts your financial lifestyle, business, or non-profit.
Welcome to Mountain Money Blog Read More »
Before you go...
Join our newsletter to stay in touch with the financial world and get information to help plan your retirement.
"*" indicates required fields
