Library
Weekly Missives
Market Musings
March 2021: Taking Another Look at Bond Vigilantes
February 2021: Using Charitable Remainder Unitrusts for RMDs
January 2021: Charitable Remainder Unitrust vs. Fixed Income Annuity
December 2020: How to Manage a Charitable Remainder Unitrust
November 2020: The Importance of Getting Started Early
October 2020: The Great Asset Allocation Debate
Quarterly Review
A timely review of global financial markets that can influence the structure of client portfolios.
A Look Back and A Look Ahead (Q4-20)
Capitalism to the Rescue (Q1-20)
America is Great...Still! (Q3-19)
Recent Perspective
A Look Back and A Look Ahead (Q4-20)
Two years ago, we forecast that only an unexpected event of substantial magnitude could interrupt the long-term secular bull market in stocks. The COVID-19 virus was that event as was the government's response by forcing a lockdown to stop the spread of the disease...
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