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Understanding P/Es (Part 2)
We discussed P/E ratios in Part 1. Part 2 expands on why I find the normalized approach the most valuable
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Market and Asset Class Overview: First Quarter
Many factors drove global markets over the first quarter of 2017.
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Economic Update: First Quarter 2017
In our last report, we mentioned that positive optimism and surveys were giving global economies an upswing.
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Definitions of MAGI and AMT
Modified Adjusted Gross Income (MAGI) is used to determine whether an individual qualifies for certain tax deductions, for example, how much...
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Fighting the Home Country Bias
As my colleague Valerie Nichols recently discussed in her article, Finding Value Outside of the U.S., the U.S. equity markets...
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Estate Planning: Choosing the Right Executor
Jane* was a strong woman who lived a simple and honest life. She grew up in the depression, married young
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Finding Value in Markets Outside the U.S.
With the U.S. stock market reaching new highs on a seemingly daily basis, investors are anxiously - but cautiously -
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The Love Letter
Some say that Valentine greetings were originally sung or spoken and that written Valentine greetings began to appear after 1400.
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How Business Owners Can Defer More Tax
It might not happen to every business owner but there are times a company is generating more profit for the
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