Global growth is not collapsing
Investors have been contending with two trends in the sell-off of recent weeks: anxiety over a change in Fed policy and evidence of a slowdown in the global economy. A strong U.S. economy continues to
Time to manage the tax drag on investment performance
This time of year we take a hard look at portfolios to help mitigate the tax drag on investment performance. “Taxes are a big cost—perhaps the biggest for high-earners—but are also among the least thought
Am I on track?
Am I on track? That question is posed to us quite often by individuals making general inquiries. Underlying issues usually are “Do I have enough to retire comfortably?” or “Do I risk running out of
How do you play defense in current market environment?
Last week we presented the views of three commentators and summed it up by saying “It’s Time to Play Defense.” That generated more responses than usual, so this week, we drill a little deeper by
Time to play defense
As football season is upon us it is appropriate to borrow a sports metaphor and suggest it is time to play defense. At least that is what several thoughtful commentators suggest. Risk Revisited. “Memos from
Sustainable economic recovery – finally!
Achieving sustainable economic growth in the wake of the financial crisis has been long in coming. Optimistic expectations have been revised repeatedly. Now, it appears recovery finally is gaining a foothold and can be sustained