Investment management fees have been reduced! Our strategy has always been to offer better than average value to our clients. Effective January 1st of this year we reduced our fee for clients with aggregate account values of $1.5 million or more under our care. Beginning July 1st we will reduce our fee for all clients with $500,000 or more under… Read more →
Category: Investing
What now?
First, please know that even though I have posted more frequently of late it is not my plan to write every day. I’m sure your inbox has plenty to require your attention. But, I do want to answer some questions here. Question: Should we be “all in” now, as some have suggested? Answer: Only if you desire to speculate. Investors,… Read more →
A Very Quick Note.
For most investors the first quarter of 2020 was a challenge, to say the least. The Dow 30 stocks (DIA) lost 24% of their value. On average our client accounts were down 16.57%. While the current pandemic continues to take lives and disrupt economies, we welcome recent stock market optimism. However, we continue to be very cautious, especially with regard… Read more →
Navigating The Great Cessation.
“Ladies and gentlemen, this is your captain speaking. We have a small problem. All four engines have stopped. We are doing our damnedest to get them going again. I trust you are not in too much distress.” With these words Captain Eric H. J. Moody “reassured” the passengers on his British Airways Boeing 747 aircraft in June of 1982 as… Read more →
Is it different this time?
Regular readers of this blog may remember that because of the time that we inhabit, because of the accumulation and application of ever-increasing knowledge, because of the speed of change, and the acceleration of knowledge and change I believe that this time is different. It is. In so many ways. At this moment we are aware of and contending with… Read more →