Go-Go, Slow-Go, and No-Go

Tuesday, October 2, 2018 |

Retirement presents the opportunity for more leisure time for things like golf, tennis with a spouse, or travel. Unfortunately, retirement will likely not be 30-40 years of tennis, and travel. The...

read more

Stocks Overpriced? Take a Deeper Look

Tuesday, August 21, 2018 |

A concern of some clients, which is reinforced by some in the financial media, is the valuation of stocks using the Cyclically Adjusted Price to Earnings ratio (CAPE) and their subsequent forward retu...

read more

Cash Could Be a Long-Term Loser

Sunday, July 1, 2018 |

One of the common thoughts when investing is not to invest in the stock market if you need the funds in the short-term. While stocks may offer great upside, they also offer considerable downside and a...

read more

There Is Inflation

Friday, May 4, 2018 |

As discussed in my previous post, despite robust global and US economies inflation has remained soft relative to expectations. The Fed’s elusive 2% target has resulted in an unhurried approach t...

read more