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The outcome of the election in the US was simple, in our view: America decided to keep the status quo. The status quo – a Republican House, Democratic Senate, and Democratic Presidency – was what brought us the debt ceiling … Continue reading
Maximum contribution levels to many retirement accounts rise next year. For instance, the 401k contribution rises to $17,500; the traditional IRA contribution goes to $5500. (“Catch-up” contributions for those over 50 remain the same, but add significantly to the amount … Continue reading
Several clients have inquired lately about how we think the election will affect the stock market. The answer is a sort of non-answer: based on historical data, the stock market has done well under both parties, and it has done … Continue reading
Although the din about rising inflation has diminished since about 2010, we still hear concern from clients now and then, particularly when discussing bond portfolios. Investors worry that committing to longer bonds at current “low” interest rates is a bad … Continue reading
We spend a lot of time thinking about things that other people don’t. The most common question we ask at strategy meetings is “What do other investors hate right now?” That’s our playground – whatever everyone else doesn’t like. Greek … Continue reading