Second Quarter, 2024 Is it Time To Get Into Fixed Income? Lately, several of my colleagues have been asking me that very question on behalf
Third Quarter, 2023 Gimme Five… Or Maybe Not?? Gimme five…or maybe not? Investors are feeling the allure of locking in a guaranteed 5% or more
Getting older? Getting wiser! We all hope that is true in our personal lives. But how do we translate that into our financial lives?
Are you ready to take a break from the investment markets & talk about ideas? I certainly was! Every year around July 4th, I take
A BEST decade. A WORST decade. The CURRENT decade. Now is a great time to look back at the last 30 years to gain some
A Normal Market Correction? Or Is It Something Else? A normal market correction? Or is it something else? Will we resume recovery? Or retreat to
Photo Credit: Johnny Milano for The New York Times. I was struggling with a theme for this quarter’s letter until I saw this picture on
Summertime, And The Livin’ Is Easy…” “Summertime, and the livin’ is easy…” a song composed in 1933-34 by George Gershwin for the opera “Porgy &
Second Quarter, 2024 Is it Time To Get Into Fixed Income? Lately, several of my colleagues have been asking me that very question on behalf
Third Quarter, 2023 Gimme Five… Or Maybe Not?? Gimme five…or maybe not? Investors are feeling the allure of locking in a guaranteed 5% or more
Getting older? Getting wiser! We all hope that is true in our personal lives. But how do we translate that into our financial lives?
Are you ready to take a break from the investment markets & talk about ideas? I certainly was! Every year around July 4th, I take
A BEST decade. A WORST decade. The CURRENT decade. Now is a great time to look back at the last 30 years to gain some
A Normal Market Correction? Or Is It Something Else? A normal market correction? Or is it something else? Will we resume recovery? Or retreat to
Photo Credit: Johnny Milano for The New York Times. I was struggling with a theme for this quarter’s letter until I saw this picture on
Summertime, And The Livin’ Is Easy…” “Summertime, and the livin’ is easy…” a song composed in 1933-34 by George Gershwin for the opera “Porgy &