A monthly column on topics that matter.
Forget last year — why a year-end stock market rally could happen in 2019
When it comes to stock market forecasting, it’s trendy to be pessimistic. Because major equity benchmarks like the S&P 500 have always gone up over long periods of time, television audiences and newspaper readers won’t be impressed by portfolio managers
Zombie companies could be lurking in your stock portfolio
Quick! Check your monthly statements! Your portfolio could be under attack!
The latest U.S. import? Lower interest rates
Of all the ways to make a bet, why wager on a bet that is guaranteed to produce a loss? That’s the question we asked ourselves when reviewing the state of a global marketplace that includes roughly $13 trillion worth
Think small to avoid trade, antitrust trouble
The stock market is approaching a crossroads. U.S. equities hummed along on cruise control for the first four months of 2019, with the S&P 500 rising 17.5% in that time and finishing April at all-time highs. The low volatility and
With international investing, countries matter
As investment advisers and legal fiduciaries, we are always motivated to keep clients well-informed. At review meetings, that means shining a light on which aspects of their portfolio are performing best and which ones are not. Owning a diversified mix
Market forecast sunny, but risks remain
Unless you are hung up on debating the significance of closing prices vs. intraday movements, the bull market officially died on Dec. 26, 2018.
Rising yields on cash deserve your interest
Most Americans have become accustomed to earning next to nothing on their cash. Like pedestrians staring at smartphones, it’s an unfortunate reality that we reluctantly accept.