Menu

portfolio

4 Tips for Investing After an Election Season

Presidential elections bring heated emotions from both sides, especially when it comes to protecting your financial investments. As humans, we’re often driven by these strong feelings, but it may come as a surprise that they usually don’t have a large impact on financial markets.
Read More

With a Little Help from My Friends

A popular Beatles tune contains the lyrics, “Oh, I get by with a little help from my friends.” These comforting words of wisdom can apply to many aspects of life, including the investing world. Sometimes it takes the help of a few friends to provide better solutions for clients, and that’s exactly what happened back in 2003.
Read More

Quarterly Commentary, Q1 2015

The US economy lost some momentum, posting GDP growth of 2.2% annualized vs. 5.0% during the previous quarter. Despite the slowdown, the current bull market celebrated its sixth birthday, making it the fourth-longest run of the last 80 years. Consumer spending...
Read More

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...
Read More

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.
Read More

“I’m Melting, I’m Melting!!!”

The wicked witch in The Wizard of Oz screeched this infamous line at the climax of the movie, and we were all relieved as she evaporated, leaving behind nothing but her black hat. But unlike film viewers, many gold investors won’t be rejoicing when this precious metal starts to melt down.
Read More