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Investments

2014 Q2 Market Review: Everything Rises–Don’t Worry be Happy, or Worry a Lot?

This month we take our regular quarterly temperature of the markets. We look at recent market results with the goal of putting them in some perspective, and to see how that experience should set our expectations going forward. This month’s newsletter looks at the following topics: 2014 Q2… Read More »2014 Q2 Market Review: Everything Rises–Don’t Worry be Happy, or Worry a Lot?

2014 Q1 Market Review: The Bull Holds up against a Russian Bear, Emerging Market Anxieties, and a Blustery Winter

This month we take our regular quarterly temperature of the markets. We look at recent market results with the goal of putting them in some perspective, and to see how that experience should set our expectations going forward. This market review post discusses the following topics: Emerging Markets… Read More »2014 Q1 Market Review: The Bull Holds up against a Russian Bear, Emerging Market Anxieties, and a Blustery Winter

2013 Markets Review

What a difference a year makes! Early in 2013, things were incredibly unsettled: markets continued to teeter based on the most recent news from Europe, we had just “gone over the fiscal cliff,” we all wondered what the impact of the sequester would be, Congress was always divided… Read More »2013 Markets Review

Alternative Investments

In July I attended a conference in Newport, Rhode Island for family wealth offices. (I used to consult to some family wealth offices in a previous incarnation, which is when I started attending.) I continue to go, since once in a while, investment ideas are introduced here before… Read More »Alternative Investments