René Bruer discusses the financial issues that veterans face and how their financial standings compare to civilians.
By George M. Smith In 1992 Frank Michael (Mike) Plant was lost at sea while making a solo trek across the Atlantic Ocean from New York harbor to Les Sables d’Olonne, France. By all accounts he was an accomplished sailor having sailed around the world alone three times, and upon reaching France he had planned
This article from Dimensional addresses the benefits of being invested for the long term over the short term. It’s essential that investors have a plan before investing so that they stay the course during all market cycles, especially downturns. Lessons for the Next Crisis (1)
Emotions matter. Take a look at how emotional intelligence is playing an important role in financial planning.
by George M. Smith As the market is hovering around all-time highs there has been increasing commentary on volatility. Simply put, volatility measures the degree of peaks and valleys a stock, bond or other investment experiences. Naturally, high volatility results in larger price changes and lower volatility produces smaller changes. It’s the big changes in
In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, this piece explains why might
Sometimes big funds aren’t the best. Learn more about the issues facing Jeffrey Gundlach’s biggest funds and why our Co-Chief Executive Officer and Financial Advisor, René Bruer, pulled his investments.
Management matters. While Jeffrey Gundlach’s bond fund was huge, investors pulled out because of management. Find out why investors pulled back from such a big fund.
by George M. Smith During a recent trip to Chicago I took advantage of some free time from a conference to take in some of the local sites which included the Chicago Water Tower. If you’ve never seen it the structure is quite unique and intriguing. It looks like an old castle more suited to
Please see the slides linked below featuring world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.The report also illustrates the impact of globally diversified portfolios and includes the quarterly topic