Old Age

It’s been 3 years since US equities have corrected more than 10%. But there’s no law about how long rallies can last without a correction.

In any event, as diversified, well-positioned investors (as, of course, we believe we are), does it really matter if stocks fall 10%? or 20%? If it does matter, you probably have the wrong portfolio. For the rest of us, volatility really does equal opportunity.

• 19 Mar, 2015

  Negative Yields

  One of the (many) perplexing phenomena facing investors is the persistent (and falling) low yields on government ...

• 17 May, 2016

  2016 - 1st Quarter Commentary

  To read more, download the full 16 page PDF: ...

• 19 Feb, 2015

  Diversify

  Each year for clients we update a very colorful graphic ranking the annual performance of various asset classes. Each ...