Please click to download the OPCM Q3 2019 Econ Memo
The Bull Stock Market in the Bear Economy – We discuss the present environment of a bearish economy and bullish equities market.
What Have You Done for Me Lately? – We explain recency bias and how it leads to performance chasing and under diversified portfolios.
Yields Continue to Fall – The interest rate cut in July was the first since the 2008 Financial Crisis.
Continuing Care Retirement Communities – We review CCRCs as an option for senior housing —the services they provide, the contracts, and regulatory oversight.