Blog – Investment advisor services

My clients and any regular reader of this blog know I am not in the business of making predictions about the future. Trying to time the market or...

Last week we looked at the future returns for stocks and the picture wasn’t pretty. Today we will look at bonds to see if they will help our...

We have seen that there are some pretty good arguments that the future of stock and bond returns will be less than they have been in the recent...

It has been said that diversification is the only “free lunch” in investing. I’ve found that most investors have a poor understanding of what it...

Last week I talked about style premiums and the different types we use to diversify portfolios. Today I will focus in on one in particular: the...

Today’s investor has more options than ever when it comes to where to put your money. These choices can be overwhelming, so today we will focus on...

Continuing with our series on style premiums, today I will talk about the size premium or the tendency for small cap stocks to outperform large...

Continuing with our series on style premiums, today I will talk about the value premium, or the tendency for value stocks to outperform growth...

As a registered investment adviser, I am often asked, “What kind of returns are you getting?” I believe they ask this question in order to compare...