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March Market Letter

Friday, March 7th, 2008, by

In an earlier post I said the sun is always shining somewhere. Just don’t expect to find it in the broad market indexes. There may have been worse market starts than January/February, but I can’t remember when. Not only were our domestic markets hit, but just about every other global market. The only bright spots […]

January ’08 Newsletter: Lottery Observations & Top-Ten List

Monday, January 14th, 2008, by

Welcome back to a new year, and the worst market start in decades. In the first ten trading days of the New Year we have managed to erase virtually all the meager gains on our domestic stock indexes for the prior year. What does this auger for the remainder of the year? Just remember that […]

December ’07 Newsletter: Gifting & Defining Capital

Tuesday, December 18th, 2007, by

We have two topics to close out the year: I. Gifting. After all, ‘tis the season. I don’t know how many of you caught Ben Stein, as guest commentator on CBS Sunday Morning yesterday, but he was, as always directly on target. If you remember Ferris Bueller you will remember Ben Stein, who was the […]

November ’07 Newsletter: Asset Class Investing

Thursday, November 15th, 2007, by

The topic for the month is asset class investing. Advisor speak for “don’t put all your eggs in one basket”. There is, of course, no such thing as a free lunch when it comes to investing, but asset allocation/diversification through use of non-correlated asset classes will come as close to a free lunch as we […]

October ’07 Newsletter: Cash Management

Wednesday, October 17th, 2007, by

The topic for the month is cash management. With the broad markets in a state of flux as we recover from the liquidity crisis of July and August, it’s always a good idea to focus on those investment decisions over which we have full control, as opposed to those investments over which we have little […]

September ’07 Newsletter: Housing Prices & Managing Risk

Wednesday, September 19th, 2007, by

We have postponed publication of our monthly newsletter, awaiting the results of the Federal Reserve Board meeting of September 18th. To the surprise and delight of the market, the Fed Funds rate was dropped 50 basis points, rather than the 25 that was anticipated. The broad market rally that began even before the announcement, continues […]

August ’07 Newsletter: Market Reality Check

Wednesday, August 8th, 2007, by

It’s time for a quick reality check. With seven percent of global equity values liquidated in the past two weeks, we need to review the likely causes, and our reaction going forward. First of all, let’s state the obvious, which is that nobody has a clue as to what the future holds. This includes the […]