Every election cycle we get a handful of clients inquiring about repositioning ahead of voters going to the polls. Our advice is virtually always the same, if
This month marks the ten-year anniversary of the climax of the 2008 financial crisis. That September, falling asset prices led to the bankruptcy of the
It’s official, we’re currently amidst the longest bull market in US history (as measured by the S&P500 at least). According to data from JP Morgan, the average
The 2017 Berkshire Hathaway annual report is out. It is always highly anticipated as it contains Warren Buffett’s annual letter to shareholders which usually is
With US stocks off over 10% (as measured by the S&P500[1]) from their all-time highs reached in May, perhaps you’re wondering how the big-dogs are doing. You
After a remarkable run, the stock market has finally experienced some negative volatility. The last time we experienced anything like the past few weeks was in
One of the lessons I’ve learned over the years is that a critical part of my job is setting expectations. Since late 2012, US stocks have really marched
It is utterly amazing how little volatility we’ve witnessed in the stock market over the past six months. The world seems to be a more dangerous and unstable