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Value vs Growth and the Path to Monetary Normalization

Value vs Growth and the Path to Monetary Normalization

Jan 28, 2016 | Quarterly Commentary

Photo by cacaroot. “In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.” – Rudiger Dornbusch, economist Value investing can be a challenging endeavor, even in the best of...
King Dollar and the impact on the global monetary system

King Dollar and the impact on the global monetary system

Oct 20, 2015 | Quarterly Commentary

Photo by alexmillos. “I’m the straw that stirs the drink.” – Reggie Jackson (a.k.a., Mr. October), Baseball Hall of Fame Right Fielder Over the past year, strength in the value of the dollar has largely dominated asset class returns and has...
Our Asset Management Principles

Our Asset Management Principles

Jan 29, 2015 | Investing and Markets, Quarterly Commentary

Photo by Sirius125. “The most realistic distinction between the investor and the speculator is found in their attitude toward stock-market movements. The speculator’s primary interest lies in anticipating and profiting from market fluctuations. The...
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  • 530A Accounts aka Trump Accounts: Planning Considerations for Families
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