Our investment management clients will now find preliminary 4th quarter reports posted in their secure folders. The cost of living decreased by approximately 0.15%. Final inflation numbers will become available around the 20th of January. Category returns for the quarter, and the year are shown below. Investment Category Representative ETF 2015,Q4 2015 iShares NASDAQ Biotechnology (IBB) 10.95 5.21 Vanguard Healthcare (VHT) 7.99… Read more →
Category: Investing
Peter Lynch, ZIRP and Truth.
In the “I knew it!” department, the Wall Street Journal recently posted this headline: Peter Lynch, 25 Years Later: It’s Not Just ‘Invest in What You Know’ Back in the late 80s and early 90s Mr. Lynch wrote several books promoting the idea that any average Joe could win at the investing game by simply “Investing in what you know.” That… Read more →
So, where’s my paperless office?
In this blogpost, in addition to discussing the paperless office question I will share some information regarding inflation, techknowledgy¹ and the continuing value of investment diversification. But, first a brief update for our asset management clients follows below: Midway through the 4th quarter of 2015 our investment clients are all experiencing positive growth. The paperless office has been a dream of many… Read more →
News About Fiduciaries and Social Security
Last week the U.S. House of Representatives passed legislation to block the Department of Labor from implementing a fiduciary standard for retirement advisers. The proposed fiduciary standard has been supported by consumer advocates for quite a few years now, but has been opposed by some in the securities industry and the insurance industry. It would require that those who provide investment… Read more →
A Quick Note, October 27 2015.
It is not uncommon for a client to say something like this, “Investment X has gained a lot lately. Why don’t we invest more in it?” Or, “Why do we keep holding money market funds and short-term bonds when the yield is so low?” The answer to these questions is related to the experience written about in an Associated Press release published… Read more →