Upheaval at Pimco: What it says About Using Active Management
Recent events at Pimco illustrate how things can change even at the best of firms. We discuss how this illustrates the monitoring required if you use active managers, the limitations […]
401(k)s
First Quarter 2013 Markets Review (written April 2013)
This month’s post looks at the following topics: First Quarter Markets Review Does this Mean Rebalancing into Bonds (?!?!) Have You Seen the Latest From Washington? What it could mean […]
The American Taxpayer Relief Act of 2012 (ATRA) (written February 2013)
In late 2012 I wrote a summary of potential changes to the tax code in case the U.S. went over the “fiscal cliff.” At the eleventh hour, Congress finally acted […]