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Market Recap: Calm and Yawns Amid Continued Gains
Relative calm and near complacency dominated markets during the 2nd quarter. There was no shortage of drama geopolitically, but both
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A Deeper Dive – The Fear Index
In our new format each quarter, we will take a little deeper dive into a topic that is timely and
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How Does Real Estate Fit into Your Financial Plan?
Compared to stocks, bonds and most other investment vehicles, real estate is a highly tangible asset – and an emotional
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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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P/E Ratios: What They Are and How They’re Used
Several years ago I was asked by one of my more astute, knowledgeable clients if I could help him better...
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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 2017
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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