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 of many 401(k) plans, and how it relates to our philosophy on using mostly passive investment in client… Read More »Upheaval at Pimco: What it says About Using Active Management
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 for you First Quarter Markets Review Unless you were a bond, commodities or gold investor, it was a… Read More »First Quarter 2013 Markets Review (written April 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 on the potential expiration of the Bush tax cuts, and some other changes occurred which taxpayers should be… Read More »The American Taxpayer Relief Act of 2012 (ATRA) (written February 2013)