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 […]

Over the past few years, the U.S. dollar has marched higher driven by several factors including a recovering U.S. economy, expectations for tighter monetary policy, and sluggish growth prospects outside […]

The first quarter started off with a bang…a new president with new policies and a raise in the interest rates with promises of more to come.  On top of that […]

The investment landscape is full of confusing jargon, but one area that seems to baffle investors more than others is fixed income. In today’s interest rate environment, clients repeatedly ask […]