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Not unusually for an October, the market is giving investors fits. Talk of recession and bear markets is burgeoning. However, market corrections within calendar years are completely normal. We’ve forgotten that these past few years, as stocks have been remarkably … Continue reading
Aside from the Kavanaugh nomination and Hurricane Florence, the news lately has been dominated by ‘tit for tat’ on the trade front. Meanwhile, the stock market powers ahead. What gives? Isn’t it important to our economy if traded goods are … Continue reading
Unfortunately, the longer I practice as a portfolio manager, the more cynical I become regarding certain aspects of our business. The great push to include emerging markets funds in a ‘diversified’ portfolio has become my favorite annoyance lately. Granted there … Continue reading
Residents of Portland, Oregon are only a matter of a handful of miles across the Columbia River from a completely different tax regime, in Washington. Does it make any sense to move to Washington for retirement or when selling a … Continue reading
We often advise clients about short term investments, such as how to save for the imminent purchase of a home or for a child soon to enter college. In the midst of a bull market, it seems tempting to buy … Continue reading