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Now that your portfolio is “safe”, can it reach your wealth goals?

April 29, 2014
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Following the 2008 market decline, investors have been all too eager to replace equity exposure in their portfolios with non-equity exposure. Having lived through losing 50% of their equity values twice in a ten year period, many have decided that they have too much equity exposure in
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Best Asset Classes 7/31/2013

August 01, 2013
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Where are the asset class investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns.Buying overvalued assets results in negative valuation returns. Non-US
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Best Asset Classes 6/30/2013

July 01, 2013
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Where are the asset class investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns.Buying overvalued assets results in negative valuation returns. Non-US
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Best ETFs 6/30/2013

July 01, 2013
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Where are the ETF opportunities? The Effect of Valuation on Expected Returns The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued ETFs results in positive valuation returns. Buying overvalued ETFs results in negative val
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What Every Equity Market Investor Should Know About Peaks and Troughs

May 29, 2013
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1) Peaks – There have been ten-year periods when investors have earned about 20% per year. a. Since the Depression, there have been two such peak periods. b. These peak periods were the ten years ending in 1958 and more recently in1999. c. During these times, investors tend to b
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Best Asset Classes 4/30/2013

May 01, 2013
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Where are the opportunities? – Effect of Valuation on Expected Returns The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns.Buying overvalued assets results in negative
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Best ETFs 4/30/2013

May 01, 2013
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Where are the opportunities? The Effect of Valuation on Expected Returns The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued ETFs results in positive valuation returns. Buying overvalued ETFs results in negative valuati
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What Every Equity Market Investor Should Know

April 19, 2013
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1)  You are an owner of companies that provide customers with goods and services. 2)  Your return comes from their success and is payment for sharing their risk of failure. 3)  Their success is reflected in their market values and the dividends they pay you 4)  As a business owner, yo
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