The Dog Days of Late Summer

Friday, September 4th, 2015

Chances are these days that you’re sneaking a peak at the investment markets and probably more than once a day. They’ve certainly provided their share of excitement recently: down 4% one day, up more than 2% the next day or two. Analysts are scrambling to explain why one day the markets are down sharply, and […] More ›


Bear in the China Shop

Tuesday, August 4th, 2015

China’s stock market appears to be back in free-fall, despite the Chinese government’s efforts to control stock prices and stem the panic. The chief culprit appears to be leverage: investors last year and in the first half of this year borrowed billions in order to buy stocks on margin, offering little or no collateral except […] More ›


Real Estate Back in Vogue

Tuesday, April 14th, 2015

From outcast to homecoming king, real estate is popular again. But how (and should) this asset class be part of your long-term investment strategy? The Dow Jones Global Real Estate Index – a measure of commercial, residential and REIT returns throughout the investable world – returned almost 13.5% in 2014. Meanwhile, residential home prices in […] More ›


Your Home as an Investment

Tuesday, March 31st, 2015

It is often said that a home is the biggest investment most people will ever make. But is your home really an investment? As home prices rise, the long-lived debate over housing as an investment once again takes the limelight. Viewpoints are strongly held on both sides, and for good reason. The answer, in our […] More ›


Planning for an Unknowable Future

Tuesday, March 17th, 2015

We are in the business of helping people manage their financial resources to achieve their varied goals, many of which are years or even decades into the future. But how can we predict a future yet to unfold? Here are some of the tools in our toolbox: Look to the Past – It’s true: past performance does […] More ›


Judy Quoted in The Wall Street Journal

Friday, February 6th, 2015

Judy, our founder and president, was quoted in The Wall Street Journal article “Advisers See a Tough 2016, Seek Bargains” on December 6, 2015. The article can be read by clicking here – no WSJ subscription required. We wish you a happy and prosperous 2016! More ›


Six Strategies for Generating Greater After-Tax Returns

Tuesday, January 20th, 2015

Here are six strategies to help investors preserve their hard-earned investment gains and prevent them from being whittled away by taxes: Hold Appreciating Assets in Taxable Accounts and Higher Yielding Assets in Retirement Accounts By holding assets with the greatest expected capital appreciation potential (e.g. stocks) in a taxable account, investors defer paying tax on […] More ›


Don’t Fear the Correction

Tuesday, January 6th, 2015

Aren’t we due for a market pullback? The end of December marked the completion of 39 full months without a decline of 10% or more in the S&P 500 index. We are experiencing a remarkably long bull market; the average is just 18 months without such a correction. Since the last correction in September 2011, […] More ›