Over the years investors have asked why our model portfolios don’t have larger allocations to foreign economies. Currently, we have 0% directly invested in foreign-focused funds in our Income & Balance models and only 5% allocated in our Growth & […]
How many times have you read one of our Weekly UPdates, heard the market was in unprecedented territory, or seen a wild headline on CNBC and had one of these thoughts; “How does this affect me and my account?” “I’m […]
Amid the 4th quarter selloff in which the DJIA dropped 20%, we informed our clients that during the summer we had already reduced the foreign holdings from 15% to 5% and Facebook from 7% to 1.9% in our Growth and […]
“The only function of economic forecasting is to make astrology look respectable.” – John Kenneth Galbraith. If you bought 1,000 shares of Apple in during its IPO in December of 1980, you would have paid $22 for those shares, and […]
I’ll be the first to admit; I did not watch many football games this year. Not for political reasons or anything other than that at this point in my life, I have too many competing priorities during the weekend. To […]
DISCLAIMER The views expressed in this video are the personal views of the authors pictured only and do not necessarily reflect the views of the author’s employer. The views expressed reflect the current views of the author as of […]
Hello and Happy New Year! I trust that you had a terrific holiday season. The end of 2018 was very volatile with the major indices turning in their worst year since 2008. Quite confusing when the economy is expanding at […]
