In the past two weeks I have received the same question from my mother, one of my neighbors and my best childhood friend: what do you think of bitcoin? It […]

Over the last year or two, much of the narrative around U.S. stocks has focused on FAANG (Facebook, Apple, Amazon, Netflix, Google), along with a select few other high growth […]

The cold war era song by the Kingston Trio “The Merry Minuet”1 was first performed in San Francisco at the hungry i nightclub almost 60 years ago. It started like […]

The short answer is “no.” Similar questions that elicit the same answer include: Do your children and/or grandchildren need to go to college? Do you really have to watch what […]

Over the past few years, multi-asset class investing has not been kind to many large and well-known foundations and endowments.  Many of these previously solid managers have delivered the combination […]

When the first half of 2017 closed, energy equities had registered their weakest relative first half performance versus the S&P 500 on record.  In June, energy as a percentage of […]

A headline in the June 25th edition of the Financial Times read “Investor Nervousness Rises as Yield Curve Flattens”. If you are a regular reader of the Wall Street Journal, […]

“Summertime and the livin’ is easy”1, which makes it an ideal time for financial reflection and second-half of the year retirement income planning. Most successful endeavors start (and continue) with […]

In the middle of June, the Federal Reserve increased short-term interest rates for the third time in 6 months, with the benchmark Fed Funds rate increasing to a target range […]

It’s not always easy to plan for large expenses. Paying for college expenses is certainly one of them. Unfortunately, college tuition and fees have risen quicker than the average rate […]