The Whiplash Economy Just when it seemed that the economy was following a “textbook” cycle over these past several months, the outlook is as...
Bull or Bear?
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Looking for a High-Net-Worth Advisory Firm? The Trouble with Large Banks and Brokerage Firms
What High-Net-Worth Individuals Need to Know About Large Banks and Brokerage Firms.Key points Despite their cachet, large banks and brokerage firms...
The Rocky Road Back to Normal
An Early 90’s Story I began my career in investment management in the summer of 1993, and, therefore, 1994 was my first full year in the...
Three Questions That Can Help You Avoid Investment Scams
In 2020, investors lost an estimated $47 billion to various investment scams, representing a sharp spike over the previous year. And it’s only...
2022 Trends and Your Portfolio
After a solid decade for stocks, an especially strong bull market over the last three years, and the S&P 500 posting a 28.7% gain last year,...
Fragile China?
While US equities are having a strong year with the S&P 500 up roughly 21.5%[1] including dividends since the first of January through the end...
The retirement of James Anderson and his views on China
James Anderson will retire next April as one of the great investment managers of recent decades. He has spent his career since 1983 at a large...
Ben Franklin on Death, Taxes…and Innovation
Benjamin Franklin wrote, “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be...
Mr. GameStop’s Wild Ride
“In the short-run, the stock market is a voting machine. Yet, in the long-run, it is a weighing machine.” -- Warren Buffett [i] While the last week...
2020: A Year Like No Other
Only three months to go! We are finally getting to the back stretch of this ‘annus horribilis,’ the Latin term made famous in the modern era by...