Quick Note January 8 2017

Clients and regular readers of this blog know that I believe that knowledge (“tecknowledgey”) is accelerating. As we collectively learn more and more about our world, new life-improving possibilities come into view virtually every day. (Sort of a pun there.) Some are truly life changing, some less so, but significant just the same. I would take just a few minutes of your… Read more →

Inflation, Interest Rates, Capital Losses and Thanksgiving

Some of our clients will notice that we have sold some of their bond positions in their IRA accounts. This is in anticipation that inflation, and interest rates will likely be increasing some during the next several years. Also, some of our clients will notice that we have sold some of their positions in taxable accounts. This is to realize certain capital… Read more →

Third Quarter 2016: Another Good Quarter

Our asset management clients all experienced investment gains during the 3rd quarter, the average being +3.62%. In all cases, we have maintained a substantial portion of the portfolios in low risk investment classes, like TIPS, short duration bonds and cash, because we continue to fear a substantial downturn, even as we have enjoyed a good year so far. The average return… Read more →