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All-Weather Portfolio Construction
It seems that there has been an increase in severe weather these days including floods, fire, and wind. In Savannah, we suffered a direct hit from Hurricane Matthew last year and endured a mandatory evacuation this year due to Hurricane Irma. Hurricanes are a constant threat during the summer and...
Notes from the Investment Team
2017 was another banner year for investors. The total return (inclusive of dividends) for the S&P 500 was a gain of 22%. There were not any meaningful hiccups along the way; as shown in the chart below, the index posted positive returns in every single month of 2017. International stocks fared even...
An Antidote to Volatility
“Antidote”: Something that works against an unwanted condition to make it better.
Keeping Our Eyes on Access to Capital
In 2007, you could count the number of companies with a “AAA” credit rating on two hands. General Electric (GE) was among that select group. But decisions made by management over the preceding 10-15 years eventually led GE to lose that top credit rating in 2009 – and seriously tested the company’s...
Indentity Theft
Most people have been, or know someone who has been, affected by identity theft. It happens to those in their 20’s, those in their 90’s, and to all ages in between. According to the Federal Trade Commission, identity theft occurs when someone uses personally identifying information (PII) without...
Notes from the Investment Team
2017 was another banner year for investors. The total return (inclusive of dividends) for the S&P 500 was a gain of 22%. There were not any meaningful hiccups along the way; as shown in the chart below, the index posted positive returns in every single month of 2017. International stocks fared even...
Estate Planning For Life!
Estate planning is really “transfer planning.” It is an ongoing exercise of planning how you accumulate, conserve, and distribute your assets during life, at death, and beyond. There are both financial and non-financial reasons to plan. These range from minimizing income and estate taxes,...
Investment Approach Revisited
The S&P 500 continued its march higher in the third quarter and has now increased by 14% (including dividends) in 2017. International markets have reported even better results, with the MSCI World index (ex-U.S.) climbing 21% over the same period.
All-Weather Portfolio Construction
It seems that there has been an increase in severe weather these days including floods, fire, and wind. In Savannah, we suffered a direct hit from Hurricane Matthew last year and endured a mandatory evacuation this year due to Hurricane Irma. Hurricanes are a constant threat during the summer and...
Investment Maxims
I attended an investment conference recently and one of the speakers was Stephen Friedman, former Chairman of Goldman Sachs. During his fireside chat, he mentioned that when it comes to investing, he follows some basic rules of risk management. He said that these rules were universal truths that...