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Over the years we have authored these articles to share with our clients and friends. We think they are like an old favorite movie that you will want to see again and again. Please feel free to make copies and share with your friends. Looking for an older article? See our Article Archive.

Market Jitters

We've all seen the headlines declaring that "markets are in a free-fall". Maintaining your discipline during times of volatility is critical to investment success.
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China's Bear Market

The recent severe volatility in China’s mainland markets has raised questions among many investors about the causes of the market downturn in China and the wider implications for the global economy and markets. The Shanghai Composite Index more than doubled…

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Worth its Weight in Gold

This oft used idiom describes something of great value and importance. Frequently, the item being praised has minimal intrinsic value – but the value to the user can be immeasurable. A canteen of water in the desert...
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Financial Hypochondria

Individuals who suffer from hypochondria have an excessive preoccupation with their physical health, which manifests itself into an unrealistic fear of having a serious disease. As they focus on and worry about physical sensations, a cycle of symptoms and worry...
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Free Lunch

A common expression in life is, "There's no such thing as a free lunch." In other words, it’s virtually impossible to get something for nothing. However, in our approach to investing, there are a few “free lunches” that we’re able to exploit and feed to our clients.
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1941

1941 is best known as the year that Japan bombed Pearl Harbor and the U.S. entered into WWII, but it is also the last time that interest rates were as low as they were at the end of 2012.
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